Personalization improvements

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

To aid business users in creating simpler, more targeted views of forms, a number of enhanced personalization capabilities have been added, including:

  • Promoting common personalization tasks (for example, adding and removing columns from a grid) into the context menu.

  • Allowing users to expand or collapse sections or change tabs while in personalization mode. No longer will users have to repeatedly exit personalization mode, expand a section or change a tab, and then re-enter personalization mode to make all the desired form modifications.

  • Permitting users to hide any field via personalization, specifically now including mandatory fields. This allows a user to create a simplified experience where mandatory fields that are defaulted by business logic are not shown. Hidden mandatory fields are also temporarily made visible if they are empty when a save is attempted.

For more information about these enhancements, see Personalize the user experience.