Skip to main content

Notifications

Dynamics 365 Community / Forums / Finance forum / Personalization - Publ...
Finance forum
Answered

Personalization - Publishing user views for new users

Posted on by 32
Hello experts,
 
We have a need to make a few fields mandatory/hide. So, we had saved the necessary changes and published to specific security roles across the organization (also keeping this saved view as a default standard view). 
 
Now, we do add a couple of new users every month. I realized that these personalizations doesnt get added to the new users. What i tried to do :
 
1. I tried to publish again - but the default view option gets greyed out. 
2. I tried copying the view to specific user. But that doesnt gets saved as a default view in the user screen. 
 
I found only 1 option to do this - doing it all over again with a different view name. Then it allows to publish with the default view. 
 
Is there a better way to do this?  Thanks in advance. 
 
P.S. Referred to earlier questions. Was wondering if anyone found a solution for this now. 
 
  • Verified answer
    Waed Ayyad Profile Picture
    Waed Ayyad 2,982 on at
    Personalization - Publishing user views for new users
    Hi,
     
    Did you publish it to security role already assigned to the new users? Try to click manage my views from the any of the new users and delete the view it then tries to publish it again. Also, you can export it from any of the old users and then import it to the new users.
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
     
     

Helpful resources

Quick Links

Can you answer this forum question?

You could make someone's day!

Community Newsletter - May 2024

Kudos to our community stars!

Community Spotlight of the Month

Kudos to Mohamed Amine Mahmoudi!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 283,623 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 224,463 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,146

Featured topics

Product updates

Dynamics 365 release plans