Personalize Grid Views in the New Dynamics AX

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On March 9, 2016, Microsoft officially launched the New Dynamics AX (formerly referred to as AX 7). The new release is fully hosted in the cloud on Azure and sports a brand new HTML 5 user interface. This allows access to the application from just about any device using most of the leading web browsers.

One of the most widely used user interface features in previous versions of AX was the ability to add additional columns of data to the grid view of a particular form. This functionality has been retained in the NEW AX, but the way you access it is a little different.

To personalize a grid view, simply right click on the check mark in the upper leftmost corner of the grid you’re working in and click Personalize Grid.

New Dynamics AX

Click add a field; a new window will appear with a list of fields available. Select the fields you wish to add to your grid.  Once the fields are added, you can move them to the desired location on the form.

New Dynamics AX

New Dynamics AX

As with previous versions of  Dynamics AX, the New Dynamics AX also allows you to export your personalizations and share them with a co-worker.

New Dynamics AX

This post was written by Jason Federspiel, AX Functional Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

2 thoughts on “Personalize Grid Views in the New Dynamics AX”

  1. Hi,

    I am trying to personalise a grid view by moving columns around.

    I bring up the personalize bar, select move, select the field I wish to move by left clicking on it. When I try to move it, the field becomes an orange box as wide as the screen and will not allow me to move it. Am I doing something wrong?

    1. Hi Dave,
      This screen has changed a bit, since we first published this blog post. To move a column, once you click personalize this form, click on four arrow icon (to the right of the cursor icon), and then click on the column you want to move. Then use the arrow keys to move the column into position, and hit enter when in the right location.

      Thank you,
      Tridea Partners

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