In the past, I had written two blog posts about personalizations in Microsoft Dynamics 365 for Operations (at that time still called Dynamics AX). Some features are already enhanced and expanded in the past year. With the release of Platform update 5, Microsoft added the option to centrally upload a saved personalization file to multiple users at once. Before this update, each user had to import a smart personalization done by a user manually. In this post, I will guide you through the new options.
When you deploy a machine with the new Microsoft Dynamics AX on Azure or download a virtual machine, the environment contains users with restricted rights. In previous versions of Dynamics AX you could directly use the Contoso users for your demonstrations to show what it looks like when a user has only certain roles assigned. In Microsoft Dynamics AX you will receive an error when the user is not recognized in your own tenant. This post will tell you how you can use the Contoso personas within your own environment without creating new demonstration users in your own Azure Active Directory.