A quick refresher: saved views enable users to save sets of personalizations on a given form. Forms have a standard “classic” view. When personalizations are made, an asterisk identifies that the classic view has changed, providing the user with the option to save the new view.
In manage my views, users have the option of reordering, renaming, and setting the desired default from their personally available views. Additionally, the publish button in manage my views allows users to share their views with the larger organization by role and legal entity.
(The ability to publish views is limited to system administrators and those with the “Saved views administrator” role)
Publish as Default View
Platform Update 33 extends the publish view functionality, the publish as default view toggle enables a published view to be the first view a user sees when accessing a form – instead of the form opening in “Classic view” and the user having to select the desired view or configure the default individually.
In the example below, I have a “Simple view” for the project form where infrequently used buttons and fields are hidden. I would rather users be direct here first, with the option to view the full “Classic view” information if necessary, so I have published the “Simple view” as the default.
Managing Published Views
All views are visible in the personalization form. Clicking the publish button on a published, unpublished, or personal view allows management of access and presentation of the view.
I would be grateful if you take a screenshot of this post and share it on social media. You’ll be publishing a view – saved from my published, saved view on saved view publishing.
Grouping brings some pivot table-like functionality to D365 grids. Similar to how numeric columns can be totaled, non-numeric columns can be grouped. Right click on the column and select “Group by this column”
Posted Project Transactions, Grouped by Project Name
Posted Project Transactions, Grouped by Date
Save Groupings as Views
Once grouped, these new grid layouts can be saved as views.
Grouping is a promising UI experience. In the Platform Update 33 preview, users are able to group on a single column. Future plans include the ability to group on up to five different columns, expand/collapse groupings, and group subtotaling.
If You Still Really Want a Pivot Table
If you find yourself in need of the full pivot table experience, remember that grid data can still be downloaded to Excel.
What’s the sum of this column? No need to dump it to excel anymore – right click and select “Total this column”. D365 will then do the hard work to calculate the total and return the number of rows.
Even Large Totals!
When a grid is so large that all records are not returned at once, a calculate button presents below the total button with dashes at the bottom of the columns pending calculation. Clicking the calculate button processes the totals.
When grid columns are filtered, totaling takes place on the filtered values. This is handy when investigating subsets of form data.
In the example below, the Trial balance form already has summary totals at the bottom as part of its standard design. By adding column totals, I am able to filter for a specific project dimension and quickly calculate the totals for that dimension value.
Not sure what to get that special D365 accountant in your life? Waited till the last minute and now you don’t have time to buy a gift? Show your appreciation by passing along this list of journal entry tips. Better yet, send a link to our whole series on shortcuts.
#D365Blogs: the gifts that keeps on giving – even during the holidays.
These example screenshots will be from the general ledger journal form, but are applicable across journal types in D365.
Alt+N – Create a new journal
Alt+N can create a new journal header, and also create new journal lines once the journal lines are opened.
Alt+Down – Open dropdown to select journal name
Once the new journal is created, Alt and the down arrow can be used to open the Journal name dropdown. From there, the up/down arrows can be used to toggle between available journal names and Enter can be used to select the highlighted journal name.
Tab / Shift+Tab – Toggle cell selection Right / Left
Similar to Excel, Tab and Shift+Tab can be used to move the cell selection right and left. The allows a user to update the description field without using the mouse for selection.
Using Shift+Tab, the user can move the selection to the left so that the journal batch number is highlighted. Pressing enter while the journal batch number is highlighted will have the same effect as clicking the link, allowing the user to open the journal lines without clicking their mouse.
Once inside the journal lines, Tab can be used to move horizontally across the cells. Through Personalizations, users can control which of these cells are included or skipped when tabbing.
Selecting Accounts and Financial Dimensions
Keep in mind when selecting accounts and financial dimensions that the field acts as a “begins with” filter on both the Value and the Description fields.
An asterisk can be used as a wildcard search character to override the “begins with” filter. In the example above, “*recei” can be used as a search to return all accounts containing the word “Receivables”
Alt+Shift + Right/Left – Toggle Tabs Right/Left
When it is necessary to update more values that simply what is on the list page, Alt+Shift+ the right and left arrow keys can be used to toggle across the journal’s tabs.
Alt+Delete – Delete
Everyone makes mistakes. That’s why there’s a delete button on the journal lines and header. Alt+Delete can erase that mistake without even the shake of a mouse.
On any D365 screen, you can you can enter personalization mode though right-click, select personalize, and then selecting personalize this form. If the options tab is visible, you can also click “Personalize this form” in the Personalize group.
Ctrl+Shift+P is simply a faster way to access the Personalization mode. This can be especially useful when making personalization adjustments for saved views.
Personalization Power User Tips
D365 actually has a full suite of Personalization shortcuts. If you use personalizations frequently, it could be highly beneficial to become acquainted with these. One of my favorite personalization hotkeys is when trying to move the position of a column, I find it much easier to use the arrow keys to move and enter button to set the column than to attempt the adjustment by dragging it with the mouse.
In D365, personalizations enable users to Hide, Add, or Move fields on a given form. A Saved View can best be thought of as a set of personalizations, and saved views allow users to toggle between multiple sets of personalizations.
New users of D365 are frequently overwhelmed by the volume of fields and buttons available on every form. Saved views provide a way for users to pare the number of fields displayed in their day-to-day tasks, while still giving them access to the extra functionality should the need arise.
Saved Views – How are they enabled?
As a preview feature, there is a line of SQL code needs to be run to enable their flighting. More information can be found here:
Saved Views – How do they work?
When enabled, all forms now start in a standard “Classic view”:
If a form is modified through a personalization, the Classic view gains a Barry-Bonds-like asterisk. The asterisk indicate the form has been enhanced:
By clicking on the view button, the user now has the ability to save this as a new view:
The user can now name this new view, as well as decide whether to make this the default view every time the form is accessed.
Clicking the view button, this new view is now a new option the user can select for how the form is presented. The user always has the option of clicking back to the Classic view to see the standard presentation of the form.
That’s Great! What Else?
Saved views can be used for personalizations (adding, moving, hiding fields). Saved views can also be used for the sorting/filtering of columns. This is a huge extension of the form personalization capabilities.
Additionally, saved views can be published and shared at the role level bringing the management of personalizations much more in light with security management. I’d like to do another post on the sharing of views, as well as a video digging deeper into applications for shared views, but those will have to wait for another day.
I just arrived home from this year’s User Group Summit, what a great experience! So many great presenters and amazing sessions. I especially want to thank those of you who attended my own session on workspaces and personalizations. It would have been significantly less fun had you not been there – and I think we all learned a lot!!!
There were several requests for the additional presentation slides, so I am posting them here. Please feel free to download them by clicking through to SlideShare, and do share them widely.
I plan to do a series of blog posts in the upcoming weeks that will dive deeper into some of the session’s topics, so enter your email address into the subscribe box on the right if that is content you’d find of interest.