Monday, January 23, 2023

Dynamics 365 Finance and Operations field missing after update

Occasionally, a Dynamics 365 Finance and Operations user may report missing a field after an upgrade was applied to production. The field could be named anything, such as 'Hold' or similar. Everything is working completely fine but that field they had is no longer on a grid or form they use daily. The user may state they have not used the Personalization feature and it has been in the system this way since they went live.

Upon further investigation, it was found that there was a field called 'Do Not Process' on the sales order header that was added to the primary sales order grid and renamed to 'Hold'. 

Most people don't realize you can rename a field in Personalization but you absolutely can. Personalizations can be imported into the user profiles so users do not need to interact with Personalizations to have them applied. This is often to streamline processes for a group of people while avoiding customizations. 

Mystery solved!




6 comments:

  1. That's quite considerable. You absolutely nailed it. Excellent stuff! shopify app development company

    ReplyDelete
  2. This comment has been removed by the author.

    ReplyDelete
  3. That’s came along very nicely. You are too good at that. Spot on! Cisco Distributor KSA

    ReplyDelete
  4. Thank You for this wonderful and much required information Purchase book online.

    ReplyDelete
  5. Great insights on Dynamics 365 for Finance & Operations! This comprehensive business management solution has revolutionized how companies handle their financial and operational processes.

    ReplyDelete
  6. Your blog provides invaluable insights into navigating the complexities of the tax world. More information about Form 1099-MISC.

    ReplyDelete