Changing Field Positions on a form

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Posted on by brianmaric

Hi, I want to change the field order on the Sales Form and add a few existing fields but I don't want to use the Personalize Function. I want to be able to change the layout for all users.

How is that done in 365FO?

Thanks in advance

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Sukrut Parab 71,710 Moderator on at

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You have to do such a changes through visual studio , if you dont want to use Personalization. Changes made through visual studio for ordering fields will be reflected to all users after successful deployment of your changes

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brianmaric on at

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Thanks, but does that require extension or can we modify the out-of-the-box salesform?

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Sukrut Parab 71,710 Moderator on at

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It requires extension of a form . You can not modify out of the box version.

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Joris dG 17,775 on at

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Also note that you can make a personalization that is applied to all users.

From the documentation on docs.microsoft.com/.../personalize-user-experience :

you can give your personalizations to a user who has admin privileges. That user can then apply your personalization file to many users at the same time.

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brianmaric on at

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Ok, I created a form extension of the sales table and tried to move the location of the salesid. But it's greyed-out...I can't make a change.

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André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

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Hi Brianmaric,

Can you explain what you mean with 'greyed-out'? Is it the form control or something else? Probably, you can add a screenshot to illustrate the problem.

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Sukrut Parab 71,710 Moderator on at

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Which fields you are trying to move ? Can you share screenshot ? Using personalization for all users is an option you go with ?

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brianmaric on at

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This is what I see...

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brianmaric on at

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I'm trying to move the SalesId

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Sukrut Parab 71,710 Moderator on at

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If it's a group you you to check underlying field group on table and change position over there.

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