Copy User Personalization to Another User

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Posted on by MahGah

15,529

Is it anyway in BC that we can copy one user personalization to another user?

Also, is it anyway that we can save one user personalization as a default view for other users?

Thanks

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Muhammad Zaid 286 on at

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Hi MahGah,

You can personalize on profile level for form/pages. It will affect all users who used specific profiles where you made changes.

You can personalize pages on roles (profiles), navigate for roles, and the Profiles list page will open and click on Customize pages button

A new tab will open and personalize all pages which you want and then automatically save them for your profile. Once you are done with personalization close that window.

I hope it helps.

Regards,

Muhammad Zaid

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MahGah 15,529 on at

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Hi Muhammad

Thank you for your answer. I mainly want to know instead of doing those steps can I copy one user personalization and make it default for Role?

Also, do you know any method that I can copy user A personalization for user B?

Thanks

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Muhammad Zaid 286 on at

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Hi Mahgah,

You cannot copy user A personalization to user B.

You can just view the personalized pages list for a specific user.

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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I'm sorry I haven't tested it. If you are using the On-Premise version, it may be possible.

https://community.dynamics.com/business/b/arounddynamicsnavworld/posts/how-to-distribute-nav-views-and-user-personalizations

#2 – COPY an user personalization to a new user, replace the SID for the MASTER USER (the profile that you want to copy to the other profile)

INSERT into [DATABASE].[dbo].[User Metadata]
([User SID],[Page ID],[Personalization ID],[Date],[Time],[Page Metadata Delta])
SELECT ‘S****’ ,
a.[Page ID],
a.[Personalization ID],
a.[Date],
a.[Time],
a.[Page Metadata Delta]
FROM [DATABASE].[dbo].[User Metadata] a
WHERE a.[User SID] = ‘S****’

[User SID] = ‘S****’ , Replace the SID with the SID of one USER

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MahGah 15,529 on at

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Hi

Thank you. Unfortunately we are on SaaS version. I wish it was a way to do this in SaaS without any development. But seems like this is not possible.

Thanks

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