1. Log in to GP
2. Click Customize this Page on the Home Page
3. Make changes, for example unmark or mark additional sections
4. Save changes
5. Changes appear
Then, at some point in the future, the user logs back in (it may be 3 times from now, or 20) and the Home Page modifications they have made are gone. And if they try to make the changes again, the system does not save or apply them (despite the lack of an error message). The only option at this point is to reset the user's home page role (thereby clearing the customizations and resetting the home page to the defaults for their role). And then it functions correctly for a while once again.
There is a suspicion that it is related to a third party product, but since it doesn't recur predictably and it is not practical to disable all third party products for an indefinite period of time, there is no easy way to confirm this. In this client's case, they have the following third parties/other products installed...
- Binary Stream- Property Management
- Mekorma- MICR
- Kwiktag- GP Add In
- Field Service
- Support Debugger Tool
Christina Phillips is a Microsoft Certified Trainer and Dynamics GP Certified Professional. She is a senior managing consultant with BKD Technologies, providing training, support, and project management services to new and existing Microsoft Dynamics customers. This blog represents her views only, not those of her employer.