How to create a new Workspace in D365

Description:-

If you have worked enough on the New Dynamics AX, you must be well aware of the new Workspaces feature by now. The workspaces are basically an aggregation of several business tasks, insights, reporting and dashboards that a business user deals with on a typical work day. These workspaces comes in really handy for end users by providing everything they need to execute their daily tasks, all at one central location, so that they can become more productive and save time to focus on important things.

Workspaces probably are one of the most liked and talked about features of the New Dynamics AX among users, customers and prospects. Some of the examples of the workspaces are ” Financial Period Close”, “Employee Self Service“, “Manager Self Service“, “Project Management“, “Cost Administration” and more.

Standard Dynamics AX already provides several workspaces out-of-the-box for most of the operational areas and departments of your business (Shown in screenshot below), but there might be specific cases where you might want to create customized workspace of your own to meet your requirements. With the release of Update 1 for Dynamics AX in May 2016, you can now create and build your own workspaces without requiring a developer or any sort of coding. Let us see the steps involved in doing this. 

Create a new Workspace in Dynamics AX:

• On the main landing page of workspaces, right click anywhere on the blank area and click Personalize > Tile page container.

You will notice a new pop-up menu with several options. Click Add a workspace button.

Come back to the main landing page and notice that a new workspace with a default name “My workspace 1″ will be added. Right click on this new workspace and click Personalize > My workspace 1.

Let us now rename this workspace. Let’s say we are creating a new workspace for Umesh workspace, which is not available in standard AX yet.
The next step is to add the different components of this workspace to make it look complete. Let us first add a few live tiles. Navigate to the Umesh Practice Module and go the pages which you want to add to the workspace. In this case I will add a few of the list pages. On the list page, click OPTIONS > Add to workspace and select the newly created workspace, and click Configure and click OK.

Continue the same for the remaining live tiles you want to add. At the end of adding all the tiles, your new workspace will look something like below. Here I have added customers, vendors.

 Let us now add a few List items on this workspace. Navigate to the “All Purchase Order” form and click OPTIONS > Add to workspace button. Select the Presentation as List this time.

 Repeat the same process to add all the lists you want on the workspace. At the end of it, your workspace will look something like below.

If you choose, you can now add PowerBI components to the workspace using the Open report catalog menu point in Options on the ribbon.

So far, I have not found a way to add normal (SSRS) reports to the workspace as a hyperlink.

This was a very short introduction to how you can create your own personal workspace in D365FO. And yes, it really is that simple.

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Next step would be to add the option of adding/removing Power BI tiles for dashboards and reports. Navigate into the new workspace and click Options > Personalize this form. On the Personalization pane, click the Add button and mark “Allow Power BI Control”.

At the end of adding the Power BI tiles option, your workspace should look something like below.

Links

how to create a new workspace with no coding needed

Author : Umesh Patel

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