Saved View support for Workspaces in Microsoft Dynamics 365 finance and operations

This feature adds view support for workspace forms, notably the ability to save multiple workspace views and publish those views to users. With this change, when users add tiles, lists, or links to a workspace, they will also need to select the target workspaces views the content should be added to.

Let’s see how it works

Step-1: Enable feature

Step-2: Open any workspace (Used vendor invoice entry for example)

Step-3: Lets create new view on the same workspace

Step-4: Let’s try adding any other data to this workspace (Open vendor invoices for example)

Now we see that after selecting type of view, system also asks to which view we want to add this data

Step-5: Finally compare both saved views on workspace

That’s it for this blog. Keep reading and sharing!!!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s