Supply chain | Supply Chain Management, Commerce

Personalization - Vendor/customer creation is lagging

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Posted on by Brecht Van Nieuwenhove

Hi everyone,

I would like to know why I receive the following warning message when creating a new vendor/customer record in D365FO:

/The attempt to refresh data while applying personalizations has failed. Any filters, sorts, or data associated with added fields may not have been applied./

The issue occurs when trying to for example select a value for the currency after which the value is not shown. It appears that there is some delay in showing the selected values for the different fields in the UI, because when I for example add a payment term (or click the dropdown of any other field), the currency is showing the selected value.

Note that both my VendTable and CustTable creation forms have a custom view pinned.

My question is:

- Is this caused by personalizations and why are these personalizations causing this delay?

- How can we circumvent this such that every field/value is showing in the UI upon selection?

Thank you very much!

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sagar_patil 918 Super User 2025 Season 2 on at

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Hi,

Please reset the usage data as follows:

1.

2.

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Brecht Van Nieuwenhove 4 on at

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Hi Sagar,

Your proposed solution did not work for me. It still appears that some fields are only filled in after clicking somewhere else (e.g., opening another field's dropdown).$

Kr

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André Arnaud de Cal... 301,037 Super User 2025 Season 2 on at

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Hi Brecht,

You mentioned "custom view", but do you mean a Saved view? If so, go to Feature management, select All, you can search for a feature named: Saved views performance enhancement. Try to enable this feature. It will at least ensure that the form will be opened quicker.

What type of environment is this and on what version are you? Can you tell what personalizations were done if you are using the saved views functionality?

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André Arnaud de Cal... 301,037 Super User 2025 Season 2 on at

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Hi Brecht,

An additional note. The error you shared is raised when the datasource is getting refreshed/applied. You might have a corrupted query in your saved view. Do you have this error for all users, some or only one?

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Brecht Van Nieuwenhove 4 on at

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Hi Andre,

It is indeed a saved view I am applying to the VendTable.

Note that the feature "Saved views performance enhancement" is already activated.

My environment is of type sandbox and is on product version 10.0.32.

The personalization predominantly entails removing standard fields from the form and adding some custom fields to it.

The error occurs for all users who are applying this or other custom views.

We are already investigating a potential solution in which the issue occurs due to having a number sequence configured on the vendor group level and adding a field 'Currency' to the General fasttab via personalization.

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