Dynamics 365 F&O Tip of the Month: Sharing a saved view

Custom views can be an incredibly powerful feature within Dynamics 365 Finance and Operations (D365 F&O), enabling users to tailor their workspace to match their unique preferences and workflows. Whether it’s rearranging columns, applying filters, or adjusting the layout to highlight the most relevant data, saved views allow you to create a more intuitive and efficient user experience. Once you’ve crafted a custom view that enhances your productivity, you may find that your colleagues could also benefit from the same setup. Fortunately, D365 F&O makes it simples to share these personalized saved views with others in your organization. This article provides instructions on how to share a custom saved view.

1. Navigate to your saved personalized forms.
2. In the Options tab in the Action pane, select Personalize this page.

3. In the personalization bar, select the ellipses and select Export.

4. This will download an XML file that is labeled after the form the personalizations are on and the saved view.

5. Save the file in a location for storage.
6. Share the file with the user you would like to have access to the personalization.
7. Once the other user has received the file, they should then navigate to the same form it was exported from.
8. Once again, select the Personalize this page button in the Options tab in the Action pane.
9. Then in the personalization bar, select the ellipses and select Import.

10. This will display the pop up below, where it will direct you to select the file for import. Select Browse and upload the file that was downloaded in previous steps. Once uploaded, select Import.

11. Once the above steps are complete, the second user should now have access to the personalizations.

Sharing custom views in D365 Finance and Operations isn’t just a convenience—it’s a strategic advantage. By distributing personalized views across teams, users can streamline workflows, reduce errors, and ensure a consistent user experience. Whether it’s aligning departments around a unified data layout or helping new team members get up to speed faster, shared views promote both efficiency and collaboration. Best of all, D365 F&O makes this process incredibly straightforward, allowing users to share their saved personalizations in just a few clicks.

For organizations looking to get the most out of their D365 F&O investment, working with a trusted Microsoft partner like Rand Group is a smart move. With deep expertise in ERP implementation, optimization, and ongoing support, our consultants don’t just solve your technical challenges we help your businesses grow. Our team understands how to tailor D365 F&O to fit your specific needs, empower your users, and unlock real value from your technology stack. Contact our team today to start a business transformation journey with D365 F&O or to boost your existing system with custom configurations.