Create a customized Workspace in Dynamics 365 Finance and Operations

Work spaces allow you to organize your work. You can add your most common screens and data to your own personal workspace that will make you more efficient.
Today we'll take a look at how you can create your own personal workspace in Dynamics 365 Finance and Operations.
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[@dimitritetsch4086]

Thanks for this great to the point video

[@jihaneb4796]

Thank you so much for this informative video,

[@kayosud]

THANKS!!!! you are amazing!

[@csumner5804]

Thanks for the Video, Its really helped :)

[@gururajansethurao5763]

Thanks for sharing amazing training video

[@Scott-Gaines]

My pleasure

[@stephanieharris3881]

Hi Scott. I just viewed this video and it is awesome! Thanks for sharing. Is there a way to move the workspace you created to the top of the home page so that you don't have to scroll all the way to the bottom of the home page to find your workspace? Thank you

[@hahavaffan]

Yes you can, by personalizing the home page and using the move functionality. Click on it and then on the workspace “tile” that you’d like to move and then it’s easiest to just move it with the arrow keys on your keyboard.

[@schadedmusic5082]

How do you add a customized Workspace to the favorites tab? I am only able to see my workspace button from the main/home page. It doesn't show up under Workspaces, or Recent, to be able to click the star and add it to favorites

[@SamadhanBhalerao-fe7bw]

Hello Scott, your video was awesome. while creating my workplace i am facing issue related to "Count on Tiles". could you please help me out here.

[@manishmalode]

Hello Scott, Thanks for sharing this. I would like to know if we can filter data on workspaces based on USER who is logged in. This is dynamics filter.For e.g. i have created a workspace with Planned orders data. In planned order data we have a field called Buyer Group. Buyer group is connected to Employee master. Can we filter workspace content based on User sho has logged in. Please let me know if we can do it and how

[@hassaankhan3583]

hi. I am also facing a similar requirement. Can I know how you solved it? I am thinking to create several views with user specific filters and publish (copy to user function) the view to each user. This is very tedious though.

[@fernandosalazar9374]

If you have a system administration role, can you add workspace for another user?

[@Scott-Gaines]

Yes look for copy personalizations you can copy personlizations from one user to another.

[@muthuperumalkonar4874]

How to add Graph in Workspace?

[@jihaneb4796]

Thank you so much for this informative video,