Controlling Personalization options for specific users in Dynamics AX

Personalization tool is a very useful option for users to personalize various screens based on what they would like the screens to look like.

This functionality allow every users to be able to personalize screens, it is sometimes required to disable this option or even give some users explicit personalization options for certain users, based on what type of users of the system they are.

For example, let us say you are configuring a vendor(External) user in your Dynamics AX environment, to provide them access to the Vendor portal, but you obviously do not want to them to be able to personalize screens to add any data fields which you do not want them to see.

The vendor user is setup as shown below, with Vendor (External) security role.

vendor-user

In the new Dynamics AX, you can control user specific personalization options under System Administration > Setup > Personalization. All you have to do is, select the specific user ID and UNMARK the Personalization allowed checkbox.

personalization-setup

With this, when the vendor user logs into the Vendor Portal, they will not see the Personalize this form option.

personalization-setup-dis

 

 

If the Personalization was allowed for this user, they would see this option as shown in screenshot below.

personalization-yes

 

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