User personal information like Favourites, Cues Personalization’s and User roles access in AX 2012 R3

Hi Guys ,

I would like to discuss today about "User personal information in AX", recently I was working for one of our customer and we are using AX 2012 R3 Retail with Store front.

They planned to move servers from one hosting partner to another hosting partner.

I am sure here many people could have done this for many customers earlier and  I would like to share one of the business criteria which customer requested, as we all know when customer is working in daily basis in our ERP system, it’s more important for them to save their personal information as well.

In the process of moving server from one hosting partner to another there is a chances to loose this info as we gonna import users from new active directory and there might be chances that users Id’s would be different compared to old system based of their user creation process.

So just to save user info we have dig into system and came across following tables which holds user personal info.

1.     Personalized Favourites

a.      SysPersonalization

2.     Personalized Cues on roles centre

a.      SysCue

b.     SysCueGroup

c.      SysCuePersonalization

3.     Form Personalization’s.

a.      SysLastValue

     4.     User security roles based on organization access
                  a.     SecurityUserRole
                  b.     SecurityUserRoleCondition
                  c.     OMUserRoleOrganization

These all tables has a User Id relation, so what I have done is , I have listed and matched the all users from Hosting partner A and B in CSV file. then written a script to update their Id's from Old to New

This applies for Dynamics 365 as well except Cues.

Hope this info helpful!

Your feedback is always welcome and meet you guys with new post!