Blog

How to create a new workspace in D365FO – and customize it

Workspaces are some of my favourite features in Microsoft Dynamics 365 for Finance and Operations. They are so much straight to the point and work-focused – very much to the benefit of the user.

In our on-demand course Introduction to Microsoft Dynamics 365 for Finance and Operations, we work in great detail with this.

Here is a quick overview

The three steps towards your new D365FO workspace

  1. Create your new workspace
  2. Rename workspace and move position (optional step)
  3. Add components to your new workspace

That is really it.

Create your new workspace

On the main landing page of workspaces (Dashboard)

  • Right-click “anywhere” on the blank area
    • Hint: Easiest done on the far right-hand side
    • Create a new workspace in D365FO part 1
  • Click Personalize: TilePageContainer
    • If you don’t see this, right-click in another area
    • Create a new workspace in D365FO part 2
  • In the Personalize pop-up, click + Add a workspace
  • Create a new workspace in D365FO part 3

Rename your new workspace and move position (optional step)

Go back to the dashboard and find your new workspace – “My workspace 1”. It could be at the far lower right, as the last workspace on your dashboard.

Rename the workspace

Right-click on this workspace

Click Personalize > My workspace 1

Rename it to your liking

Move the workspace to another position on the dashboard

Right-click on the workspace

Select Personalize this form

On the toolbar that opens, select the Move tool – with the four arrows

The workspace has now turned grey and is ready to be moved; drag and release it

Add components to your new workspace

D365FO Workspace pane names

Overview

Add live tiles (to the Summary pane) – using Push from the relevant object

Add list items (to the Tabbed List pane) – using Push from the relevant object

Add Power BI tiles (to the optional Further pane) – using Pull (from/to the workspace itself)

Add links (to the Links pane) – using Push from the relevant object

Details

Add live tiles (on the Summary pane)

  • Navigate to a list page, click OPTIONS > Add to workspace, select your workspace

Select Presentation “Tile”, click Configure, select display name, opt to count, click OK

Add list items (on the Tabbed List pane)

Navigate to a form, click OPTIONS > Add to workspace, select your workspace

Select Presentation “List”, click Configure, select display name, columns to display, OK

Add Power BI tiles (on the optional Further pane)

Navigate onto your new workspace, click OPTIONS > Personalize this form

On the Personalization pane, click the Add button (the plus sign), click somewhere on the workspace

Slide “Allow Power BI control” to Yes, click OK

Note: If a blue box hasn’t by now appeared on the workspace, Power BI is not activated in your D365FO (search Power BI)

The rest of the setup of PowerBI requires quite a lot of ADD, account etc. setup

Add links (on the Links pane)

Navigate to a form, click OPTIONS > Add to workspace, select your workspace

Select Presentation “Link”, click Configure, select display and group name, OK

Note: If you want to add your new link to an already existing list Group name on this workspace, you have to remember the group name and key it in manually.  There is no dropdown for selecting it!

Leave a Comment

Related Posts