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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Personalization - Publ...
Finance | Project Operations, Human Resources, ...
Answered

Personalization - Publishing an Imported View as Default

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Posted on by jake138947332 52
Hi All,
 
I am trying to publish an imported saved view from another environment, but the 'Publish as default view' toggle is not available to me. 
 
I have exported a default published view from a particular environment and have imported that file to a second environment. However, when I try to publish that imported view, the 'Publish as default view' toggle is greyed out. I have only seen this toggle as unavailable when I am trying to publish an imported view. For any other view that I create within the same environment, the 'Publish as default view' toggle is available to me. 
 
Is anyone familiar with the constraints of this functionality? 
 
Thanks
Categories:
Dynamics 365 Finance
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  • Suggested answer
    Adis Profile Picture
    Adis 6,064 Super User 2025 Season 2 on at
    Hello,
     
    I am not aware of a restriction, however, in case that the environments dont have the same versions, it may lead to some errors. And by errors I dont mean that it doesnt work, but I had issues where I couldnt change customer data due to a personalisation.
     
    The way I would approach it is to import the view and assign it to me.
    Open the form and save the personalization under a new name.
    Publish the new view as a default view.
     
    Kind regards, Adis
     

    If this helped, please mark it as "Verified" for others facing the same issue

  • Verified answer
    Adis Profile Picture
    Adis 6,064 Super User 2025 Season 2 on at
    Hello,
     
    I am not aware of a restriction, however, in case that the environments dont have the same versions, it may lead to some errors. And by errors I dont mean that it doesnt work, but I had issues where I couldnt change customer data due to a personalisation.
     
    The way I would approach it is to import the view and assign it to me.
    Open the form and save the personalization under a new name.
    Publish the new view as a default view.
     
    Kind regards, Adis
     

    If this helped, please mark it as "Verified" for others facing the same issue

  • Verified answer
    jake138947332 Profile Picture
    jake138947332 52 on at
    Thank you Adis.
     
    Saving the view as a personal view, and then publishing that personal view allows for the user to 'publish as default view.'

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