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Moving Personalization's from D365 from one user to another

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Posted on by DK-25031317-0

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Hello:

We have a D365 user with a corrupt profile and Microsoft has suggested we delete the use record and recreate it after attempting other solutions.

The user has many personalizations and if we delete his login, he will lose them.

If there a way to export his personalizations from his old account, delete it, and import his personalizations to his new account so he does not

have to recreate them from scratch.

Thanks

David

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Dynamics 365 general

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Adis 6,434 Super User 2026 Season 1 on at

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Hi,

Yes you can do that.

I ve created a blog regarding the personalization topic. Personalization - Create, manage & publish views

You can find here the export and import button. Alternatively, you can also filter by the owner, copy all personalizations to a (Service) user and then copy it to the newly created user.

Kind regards, Adis

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André Arnaud de Cal... 303,124 Super User 2026 Season 1 on at

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Hi David,

Can you tell us what Dynamics 365 application this question is related to? There are several different solutions in the Dynamics 365 family, like: Sales, Finance, Supply Chain Management, Project Operations, and Business Central. If you can clarify the product, we can answer the question or move it to the correct forum.

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DK-25031317-0 80 on at

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This is related to HSO Service Management which integrates with D365

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