Dynamics 365 ERP - General
Category
Mar 20, 2024
Published date
Text
Article Type
AI Summary
- The article discusses the importance of personalization within Microsoft Dynamics 365 Finance and Operations and how it enhances the experiences of consultants and users.
- One of the standout personalization options is the workspace, which streamlines business activities, saves time, improves visibility, and reduces clicks and navigation.
- The article provides step-by-step instructions on creating a new workspace, including accessing the D365 F&O dashboard page, right-clicking on the blank screen to select "Personalize TitlepageContainer," choosing the "Add a page" option, selecting "Workspace," and entering a desired workspace name.
- After creating the workspace, users can fine-tune the configuration by navigating to the required form or list page, selecting the presentation type (Tile, List, or Link), and creating a saved view with filters to be added to the workspace.
- The article demonstrates adding the "Sales Order Invoice" to the new workspace by navigating to the "Open Invoice" page, clicking on the "Options" tab within the action tab, selecting "Add to Workspace," and choosing the previously created workspace.
- The next step is to share the personalized workspace with relevant user groups. This can be done by navigating to "System Administration" > "Setup" > "Personalization" and selecting the "Personal Views" tab. The options available for sharing are "Publish" (shares with user roles but not specific users with legal entity restrictions) and "Copy to Users" (facilitates sharing with specific users).
- In conclusion, creating and sharing personalized workspaces in Microsoft Dynamics 365 Finance and Operations empowers users with tailored interfaces, enhances efficiency, streamlines workflows, and improves the user experience.
- The article concludes by stating that following these steps will guide users in optimizing their Dynamics 365 experience, boosting productivity, and achieving better outcomes for their business operations.
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