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Microsoft Dynamics AX (Archived)

How to make sure user's personalization's on AX forms are not gone after CU7 to CU9 Upgrade in AX 2012

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Posted on by DynamicsAXExplorer 415

We are upgrading AX 2012 R2 CU6 to CU9. As it will be installation of AX instances, does the Users personalization's will be gone after the upgrade? 

Is there any way we can make sure their personalization's are not gone? 

Users had been using AX for few years and they personalized their AX Forms which makes their work easier. But now after the upgrade if they are all gone, we will hear many complaints from users. So wondering, is there any way we can get those personalization's back after the upgrade? 

Thanks. 

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  • Verified answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,647 Moderator on at
    RE: How to make sure user's personalization's on AX forms are not gone after CU7 to CU9 Upgrade in AX 2012

    When you make changes to your form, the changes are packed and saved in a table called SysLastValue which stores your user-specific usage data. When you open a form, it unpacks the saved settings that specifically match whatever form you are using. When you are going to  upgrade the forms are  likely  going to change . So when AX tries to unpack your saved usage data, the packed data doesn't match .

    Also Option suggested by Satish is an option , users can export their personalization and import later.

    If there is a lot of personalization or the personalization is a common change for all users, then you should consider having a developer make these changes permanently on the form.

  • Verified answer
    Satish Panwar Profile Picture
    Satish Panwar 14,645 on at
    RE: How to make sure user's personalization's on AX forms are not gone after CU7 to CU9 Upgrade in AX 2012

    Users have options to export the personalization from the form where there are customizations and later import them. Also when users start to do personalization, always make them aware that they may not be there one way.

  • Sukrut Parab Profile Picture
    Sukrut Parab 71,647 Moderator on at
    RE: How to make sure user's personalization's on AX forms are not gone after CU7 to CU9 Upgrade in AX 2012

    Hi, You end up in D365 forum . I will move your question to AX forum.

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