web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Active Discussion

Personalisations - Best practices/recommendations for performance improvements

(0) ShareShare
ReportReport
Posted on by 35

Hi all,

I am looking for recommendations from others on what can be done to improve performance for end users with forms that contain personalisations.

We have created organisation based personalisations that we publish out to user roles for the Sales Order form to make it user friendly and streamlined for our businesses requirements. This has including hiding, rearranging and adding new fields.

However, some users are advising that it is taking up to 8 seconds to open a single line Sales Order. Microsoft has advised us over a support ticket that it is because we are using personalisations.
Particularly when the FormRunConfigurationHelper::changeCurrentView task is run.

Have others encountered this issue, what can be done to assist speeding up the loading of the form?
Would the best idea be to recreate this custom view via a custom form layout with code?

  • André Arnaud de Calavon Profile Picture
    303,730 Super User 2026 Season 1 on at

    Hi Jamie,

    Can you share exact details of this personalization?

  • JamieNicholson84 Profile Picture
    35 on at

    Hi André,

    It was a month long exercise back and forth between business users and product owners to agree on a standard layout for the Sales Order Details page - Header, Lines and even the menu.

    We added fields, removed a lot of fields, rearranged the order of where items were displayed, hid columns on the line grid view, rearranged columns, hid a lot of tabs in the Line details section.

  • André Arnaud de Calavon Profile Picture
    303,730 Super User 2026 Season 1 on at

    Hi Jamie,

    Would you mind sharing the personalization? I can then check the behavior in my test environment.

  • JamieNicholson84 Profile Picture
    35 on at

    Hi Andre,

    Appreciate your assistance. I enjoy your blog too, it is an informative read.

    Hopefully this link works. It's an Organisational view that we publish out to roles.

    We're on v25, with the "Sales order details performance enhancement" feature enabled.

    1drv.ms/.../s!AnPrxkJ2fCcphJMPftxPONkXGLExqg

  • André Arnaud de Calavon Profile Picture
    303,730 Super User 2026 Season 1 on at

    Hi Jamie,

    Unfortunately, this file is not working in my environment. It is listing some customization objects which I don't have in my environment. The file is indeed quite large, so you have really done a lot of personalizations.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 663

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 439 Super User 2026 Season 1

#3
Syed Haris Shah Profile Picture

Syed Haris Shah 337 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans