Personalization and views in Dynamics 365 Supply Chain Management (D365SCM) can change the way you use your system, offering a customized experience that boosts efficiency and user satisfaction. In this post, we’ll look at the wide range of personalization options in D365SCM, share tips for creating personalized views, and show how this feature can benefit your business.
Introduction to Personalizing and Viewing in D365SCM
Personalization lets you tailor your digital workspace to your needs, like adjusting views and layouts to make key information accessible and organizing data effectively to meet business requirements. In D365SCM, personalization and views are crucial for efficiently managing data and processes. Mastering these features can streamline your daily tasks and enhance supply chain performance.
Understanding Personalization and Viewing Options in Dynamics 365 Supply Chain Management
Personalization in Dynamics 365 Supply Chain Management
Personalization in D365SCM offers a range of options. You can do simple things like move grid columns around or dive into more complex customizations with custom filters and data models. This flexibility allows for a high level of adaptability.
Basic Personalization
Users can easily customize their grids by selecting the columns to display, adjusting the widths, and sorting the data as they prefer. These changes last only for the current session, making it perfect for quick adjustments to their workspace.
Advanced Personalization
Advanced personalization lets users make lasting changes to the system’s views. Users can create and save their own views, use complex filters and grouping, and set default actions for these views like opening linked records or running reports.
How to Easily Create Personalized Views in D365SCM
1. Navigate to the Target Module
Begin by navigating to the module within D365SCM where you’d like to create or customize a view. Different modules hold various data and thus require distinct views to manage them effectively.
2. Customize Grid
Select the grid customizations button to start making changes to the current view. This may include selecting columns, transforming the sorting criteria, or modifying the layout.
3. Save the View
Once you are satisfied with the changes, save the customized view. Give your view a descriptive name that reflects the type of data it displays and any particular settings, such as the filtering conditions.
4. Set as Default (Optional)
If this view is one you anticipate using frequently, there is an option to set it as your default view for the current module. This ensures that every time you access the data through that module, your custom view is displayed.
5. Share the View (Optional)
Views can also be shared with other users or user groups. This is particularly useful for ensuring standardized reporting or facilitating team collaboration when certain datasets are involved.
Best Practices for Effective Personalization in D365SCM
1. Keep it Simple and Relevant
The principle “less is more” applies well to personalization. Avoid overcomplicating your views with too many columns or complex filters. Focus on the data that is most relevant to your immediate tasks.
2. Think Scalability
Design your views with scalability in mind. Consider how your needs might evolve and aim for a view that can accommodate future data sets without becoming cluttered.
3. Regular Maintenance
Just as you declutter your physical workspace, remember to regularly review and update your personalized views. Remove redundant columns or filters, and adjust the layout as your tasks change over time.
Conclusion
Personalization and custom views in Dynamics 365 Supply Chain Management are key to improving your user experience and performance. By getting to grips with the different personalization options, learning how to create your views, and following best practices, you can make the most out of these features and improve your efficiency.
Explore D365SCM’s personalization features, try out creating custom views, and see how a workspace tailored to your needs can boost your supply chain management. In today’s data-driven world, personalization is essential to navigate your digital space effectively. Enjoy customizing!
The post Exploring Personalization and Views in Dynamics 365 Supply Chain Management appeared first on Dynamics Communities.