Presentation from 2019 #UserGroupSummit. Content by Josh Knox of iamJoshKnox.com

2. Fewer Clicks, More Actions:
Workspaces, Workspace Personalizations
SA04
Orlando, FL | October 13-18, 2019

3. Session Objectives
• Understand Components of Workspace
• Tiles
• Lists
• Links
• Tips and Tricks for creating custom workspaces
• Sharing workspaces through personalization Export/Import

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Josh Knox
D365 Functional Consultant
JoshK@saglobal.com
Twitter: @iamjoshknox
Blog: iamJoshKnox.com
Project Implementation Specialist
Pickleball Enthusiast
Mediocre Juggler
And…

5. New Father!

6. Quick Tip: Utilize Browser Search
• Crtrl+F to find menu items
• Enter Toggles to next record
• Shift+Enter Toggles to previous
• Ctrl+Enter (in Chrome) clicks link

7. Workspaces:
What are they?

8. Standard Workspace Example: Project management

10. Workspaces:
Personalizations

11. Development-less Development?

12. Workspace Personalizations:
Create New Workspace
Right-click > Personalize to add workspace

13. Workspace Personalizations:
Add to Workspace
On any form, Options > add to workspace

14. Workspace Personalizations:
Custom views (10.0.5)

15. Workspace Personalizations:
Custom views (10.0.5) – Preview Feature

16. Workspaces:
Some Examples

17. Workflow Workspace

18. AP Approver Workspace

19. Link to specific document template

20. Workspaces:
Adding PowerBI

21. System administration > PowerBI.com configuration

22. Report Catalog

23. Report Catalog

24. Workspaces:
Adding PowerApps

25. Add a PowerApp

26. Add a PowerApp

27. Add a PowerApp

28. Workspaces:
Sharing

29. Export Personalization

30. Export Personalization

31. System Administration > Personalization

32. System Administration > Personalization

33. In Conclusion
• Workspaces bring froms together (get work done faster)
• Make diverse parts of D365 more accessible
• Development-less Development
• Individual users can create their own workspaces
• PowerBI/PowerApps can be incorporated
• Shareable - personalizations can be exported/imported

34. Suggested Resources
Personalized Workspaces:
https://community.dynamics.com/365/financeandoperations/b/d365financeoperationscloudfr
onts/posts/user-based-personalized-workspace-from-ui-in-d365-operations
Personalizations:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/personalize-
user-experience
Saved Views:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/saved-views
Power BI integration:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/configure-
power-bi-integration

35. Bonus:
Youtube?

36. Why not?
• Create Tile for embedded video in PowerBI

37. Why not?
• Put tile on PowerBI Dashboard
• Link PowerBI Dashboard to a workspace

38. Hooray?
• Embedded videos in D365 F&O

39. Hooray!

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