He has supported Microsoft Dynamics AX and Dynamics 365 in a variety of roles, including installations, pre and post go-live support, data warehousing, business intelligence, SSRS and form-based ISV integrations, X++ development, upgrades, administration, and security. Let us know if you have found any other discrepancies between processes in Dynamics AX and Dynamics 365 FinOps in the comments below.Īndy Lawton-Thesing is a Developer on the Dynamics AX/Dynamics 365 for Financial and Operations team at Stoneridge Software. You can also one-by-one delete form personalizations from here or by right-clicking on a form you want to reset, Personalize > … > Clear This is a big difference for veteran Dynamics users who are used to how the Reset button behaved in prior versions. To remove personalizations, you will now have to perform an additional step of clicking the Delete all personalizations button on the Personalization tab of the Usage data form. When clicking the Reset button on the General tab, I expect all usage data and personalizations to be wiped:īut in D365 FinOPs, the Reset button now clears everything BUT personalizations: Īs you can see from the screenshot, I’ve got some form personalization records. Select the user account and then click the Options button. In Dynamics AX 2012, you would navigate to System administration > Common > Users > Users. Therefore, a common “did you turn it off and back on again?” type of first-line response is to delete this usage data for the user and see if the problem went away.Īpparently, the concept of clearing usage data has been changed a bit from Dynamics AX 2012 to D365 FinOps. However sometimes, especially during active development, this data may get old and will interfere with normal user operations. Another term you may hear for usage data is personalization. All of these activities, selections, and changes are stored within the database as “usage data”.
However, this did not prove to accomplish much and her problem remained.įor those that are unaware of Usage data - it is very common for users to tailor their experience by moving fields on forms, adding elements, defining selection criteria, creating queries for reports, etc. I made sure that her usage data was cleared as that is the typical “first place to look” type of scenario, and she had routinely cleared it herself out of habit when troubleshooting problems.
I recently was troubleshooting an error a user was reporting while navigating to the All vendors list page within Dynamics 365 Finance and Operations that I could not reproduce in any related environment or with any other user.
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