How to Personalize a List Page in Dynamics 365 for Finance & Operations

By Tammy Waleski, Senior Finance Consultant, Argano

Dynamics 365 for Finance and Operations has numerous options for personalizing a user’s experience. These powerful options allow a user to customize their experience specifically for their role and work more efficiently and effectively. A user can make these changes without the aid of a superuser or developer. System-wide personalization allows a user to change the color of or select a default company upon logging in to the application. Another personalization feature is that system will recall and maintain the last views the user applied on a form such as sizing of column width. This article will explore a third personalization option, personalizing a List page.

Add a Custom Filter to a List Page

A List page is a form that presents data fields in a columnar list that a user can filter, sort, search and organize data to optimize viewing data. This article will demonstrate customization of filter group and grid. An example of a list page is the All Vendors form (Accounts Payable>Vendors>All Vendors).

To begin personalization of adding a custom filter to the list page right click at the top of the page for the personalization menu to appear.

When the menu appears, it will show the name of the form part to personalize, in this case, it is the Custom Filter Group. Additionally, a highlighted area will show visually the part for the form that will be personalized. Upon selecting Personalize this form the Personalization toolbar will appear.

Personalization Tool Bar Options:

1. Select – Use the Select option to select a form element to modify
2. Move – Use the Move option to move a form element
3. Hide – Use Hide option to hide a form element
4. Summary – Use the Summary option to include a form element in a fast tab
5. Skip – Use the Skip option to skip over a form element when tabbing through form elements
6. Edit – Use the Edit option to make a form element editable or non-editable
7. Insert – Use the Insert option to insert a field or a power app the form
8. Manage – Use the Manage option to view management options related to the personalization on the page
   1. Clear – Clear all personalization and reset the page
   2. Export – Export personalization to a file to share with other users
   3. Import – Import personalization from a file
9. Close – Close the Personalization Tool Bar

From the personalization toolbar, select Insert/Field Click on the form to select the form part to which to add the filter field. The section selected will be indicated by a line around the section.

The Insert field menu will appear that show the fields that are available to add to the Custom Filter Group. A filter field does not have to be a field that is displayed in the grid on the List page. In this example, the Method of Payment filed will be added. Once the field is selected, refresh the List page.

Now, the custom filter field Method of Payment appears at the top of the list page. The results displayed in the list page are limited to the selection in the custom filter field. In the example below, the results are limited to the Method of Payment of Check.

Remove a Customization from a List Page

To remove the personalization from the form, right click at the top of the page for the personalization menu to appear. When the menu appears, it will show the name of the form part to personalize, in this case, it is the Custom Filter Group. Additionally, a highlighted area will show visually the part of the form that will be personalized.

From the personalization toolbar, select Manage/Clear. Refresh the page and close the personalization toolbar.

Verify that the personalization has been removed.

Add a field to the Grid on a List Page

The next example will illustrate how to add a display field to the grid on the List page. To begin personalization of the Grid right click at the top left-hand corner of the grid on the list page for the personalization menu to appear. In this example, the form that will be personalized is the grid.

When the menu appears, it will show the name of the form part to personalize, in this case, it is the Grid. Additionally, a highlighted area will show visually the part of the form that will be personalized.

From the personalization toolbar, Select Insert/Field. Click on the form to select the form part to which to add the filter field. The section selected will be indicated by a line around the section.

The Insert field menu will appear that show the fields that are available to add to the Grid. In this case, the Method of Payment field will be added to the Grid.

Refresh the page and note that the Method of Payment field now appears in the Grid. Close the personalization menu. The field will be added to the right-hand side of the Grid.

Move a Field in the Grid

At this point, the field added to the Grid can be moved into any position in the Grid. right click at the top left-hand corner of the grid on the list page for the personalization menu to appear. In this example, the form that will be personalized is the Grid.

When the menu appears, it will show the name of the form part to personalize, in this case, it is the Grid. Additionally, a highlighted area will show visually the part of the form that will be personalized. Select Personalize this form.

This time, when the Personalization menu appears, select the Move button.

Click on the field that will be moved and a dotted box will appear in the field. Now drag and drop this field into the desired position. Validate that the field has been moved to the desired position and close the Personalization menu.

The concepts illustrated in this article can be applied throughout the system. Any personalization added can easily be removed using the Manage/Clear option on the Personalization menu. Contact us to learn more.