![]() ![]() With these quick and easy steps, you can easily share time-saving personalizations across your organization. This applies the personalization and now all you have to do is close the Personalization dialog and reopen the form Double click the configuration that you want to apply to your form.This opens a list of the configurations that the user has saved for this form Double click the username for the user that saved the personalization.In the Personalization dialog, select the Retrieve from user button This 'Tips & Techniques' tutorial is provided by Optimum - the IT training consultancy.Optimum provide bespoke end-user training on a series of different ERP.All you have to do is retrieve the saved personalization using the following steps: Now the personalization is available for you to apply. In the Personalization dialog, click the Save button and give the personalization a name.To do this, they just have to take the following simple steps: ![]() ![]() The first step is to ask that user to save their personalization. If you have ever seen someone’s personalized form in AX and it looks a lot more usable than the standard form, there is an easy way to get that personalization. ![]()
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