Enable Saved Views

As regular readers know, Saved Views enhance the Finance and Operation experience, empowering users to save sets of personalizations and navigate forms more efficiently.

In earlier versions, this preview feature had to be enabled through SQL code – starting in Platform update 33, Saved views can now be activated in the Feature management workspace.

Go to Feature Management Workspace

If you do not see the Saved views feature, click Check for updates. Depending on how far in the future you are, you may also need to toggle from the “New” tab to the “Not enabled” tab.

Hello readers in the future. How is it there?

Select Saved Views Feature

Click “Enable now” at bottom right.

Saved Views Feature Will Now Be Enabled

A green check mark and enabled date will now display next to the feature.

When activating the Saved views feature, also consider enabling the Grouping in grids and New grid control features.

Additional Reading
Saved Views
Grouping In Grids
New Grid Control

D365 Platform Update 33 Preview: It Publishes Default Saved Views?

The preview release of Platform update 33 for Finance and Operations is now available (general availability is scheduled for March). This is part of a series highlighting features in the new platform update.


Published Views!!!

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.

One can only hope that will lead to more views.

Additional Reading
What’s New Platform Update 33
Saved Views
Saved View Feature Details

D365 Platform Update 33 Preview: It Totals!

The preview release of Platform update 33 for Finance and Operations is now available (general availability is scheduled for March). This is part of a series highlighting features in the new platform update.


It Totals!!!

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.


Filtered 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.


In sum, this is the total functionality.

additional reading
What’s New Platform Update 33
Grid Capabilities
Total Recall

D365 Platform Update 33 Preview: It Does The Math!

The preview release of Platform update 33 for Finance and Operations is now available (general availability is scheduled for March). This is part of a series highlighting features in the new platform update.


It Does The Math!!!

The ability to calculate inside of cells (instead of on external calculators) was a handy feature in AX2012 that we were sad to lose in the great D365 migration to the cloud.

Well put your 10-keys back in your deskdrawers because D365 does the math again!

When entering data into numeric cells, start your entry with the equals sign (=) and let D365 handle the rest.

1+1 = 2

(2×3) + (4×5) = 26


It Even Does The Advanced Math!!!

Dynamics recognizes pi, e, factorials, logarithms and trig functions. A complete list of the supported math expressions can be found here.

5! (5x4x3x2x1) = 120

Cos(pi) + ln(e) = 2


The supported math expressions don’t include imaginary numbers (remember i ?). Fortunately, accountants have been handling imaginary numbers on their own for centuries.

additional reading
What’s New Platform Update 33
Grid Capabilities
Supported Math Symbols