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Finance | Project Operations, Human Resources, ...
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How to add Personalisation to users in Dynamics 365 using X++?

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Posted on by 390

Hey Team,

I wanted to know how to add personalisation to users using x++? I have seen many blogs in which it is achieved through the UI but I want to do it through X++. Can you please help me to know, how can it be achieved via x++ coding?. 

I have the same question (0)
  • Blue Wang Profile Picture
    on at

    hi  Skd,

    Personalization has some limitations. You can describe in detail what you want to achieve, so that experts may solve your doubts faster.

    For development, you can refer this blog: ievgensaxblog.wordpress.com/.../

  • skd Profile Picture
    390 on at

    Hey Blue Wang,

    So basically as we get into the UI .

    System Administration->Personalization->Users->find particular user->Click Import↑->find user->select all the personalisation files below->ok.

    So this I want to achieve via x++ coding.How can I get this?In this way  I want to add personalisation  to a particular user using x++.

  • Suggested answer
    ergun sahin Profile Picture
    8,826 Moderator on at

    Hi skd,

    Technically, it is possible to trigger every button in ax with a code, but I recommend that you first review the links below.

    https://www.loganconsulting.com/blog/mass-personalization-in-dynamics-365-for-finance-and-operations/

    https://rahulmsdax.blogspot.com/2018/08/how-to-push-personalizations-to-users.html

  • Suggested answer
    vinitgoyal2005 Profile Picture
    6,332 on at

    Hi skd,

    Is there any particular reason you want to do it form x++? There is already a functionality for this from UI. Check below:

    pastedimage1596812717153v1.png 

    pastedimage1596812824610v2.png

    You can mass apply and it is more user-configurable rather than rigid x++ code.

  • Suggested answer
    Sukrut Parab Profile Picture
    71,710 Moderator on at

    Whats the business requirement behind  using x++ to apply personalization ? The UI gives you what you need then why necessary code ?  Can you please share your  business requirement ?

    The form shared by Vinit does the same thing. You can take a look at this form as well and see how it applies personalization.

  • Suggested answer
    Joris dG Profile Picture
    17,775 on at

    There may be ways to do it, I'm not entirely sure.

    But this seems like a bizarre request. The point of personalizations is two-fold: First, to give users individual flexibility in customizing their UI and give groups of user tailored experiences for their specific role. Secondly, and this is relevant here, to avoid adding/deploying code for non-code UI related things.

    You're about to add code, to define (hard-coded?) form changes and trigger a function intended to avoid code in the first place...? Why not just customize the form(s) directly?

    In my opinion, unless your intention is to automatically distribute personalizations to users (which there are already ways to do that using roles), you may as well just customize the form directly if you're adding code anyway.

    The only other thing I can think of, is that you may be trying to create a different experience to setup personalizations. In that case, I would encourage you to reach out to us or files ideas on adding these features in the base product. In any case this is an area of investment so if you're trying to do something like that you're at risk of spending lots of time on something that may get added or changed anyway.

    In any case, I would like to hear your intention here. If there's a gap in personalization features, we'd love to hear it.

  • Suggested answer
    Rahul Mohta Profile Picture
    21,032 on at

    personalizations using code is not recommended,

    use extension and security to control access to users

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