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SA04 - Fewer Clicks, More Actions - Workspaces & Personalizations

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

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SA04 - Fewer Clicks, More Actions - Workspaces & Personalizations

  1. 1. Fewer Clicks, More Actions: Workspaces, Workspace Personalizations SA04 Orlando, FL | October 13-18, 2019
  2. 2. Session Objectives • Understand Components of Workspace • Tiles • Lists • Links • Tips and Tricks for creating custom workspaces • Sharing workspaces through personalization Export/Import
  3. 3. Click to edit master title style Josh Knox D365 Functional Consultant JoshK@saglobal.com Twitter: @iamjoshknox Blog: iamJoshKnox.com Project Implementation Specialist Pickleball Enthusiast Mediocre Juggler And…
  4. 4. New Father!
  5. 5. 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
  6. 6. Workspaces: What are they?
  7. 7. Standard Workspace Example: Project management
  8. 8. Workspaces: Personalizations
  9. 9. Development-less Development?
  10. 10. Workspace Personalizations: Create New Workspace Right-click > Personalize to add workspace
  11. 11. Workspace Personalizations: Add to Workspace On any form, Options > add to workspace
  12. 12. Workspace Personalizations: Custom views (10.0.5)
  13. 13. Workspace Personalizations: Custom views (10.0.5) – Preview Feature
  14. 14. Workspaces: Some Examples
  15. 15. Workflow Workspace
  16. 16. AP Approver Workspace
  17. 17. Link to specific document template
  18. 18. Workspaces: Adding PowerBI
  19. 19. System administration > PowerBI.com configuration
  20. 20. Report Catalog
  21. 21. Report Catalog
  22. 22. Workspaces: Adding PowerApps
  23. 23. Add a PowerApp
  24. 24. Add a PowerApp
  25. 25. Add a PowerApp
  26. 26. Workspaces: Sharing
  27. 27. Export Personalization
  28. 28. Export Personalization
  29. 29. System Administration > Personalization
  30. 30. System Administration > Personalization
  31. 31. 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
  32. 32. 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
  33. 33. Bonus: Youtube?
  34. 34. Why not? • Create Tile for embedded video in PowerBI
  35. 35. Why not? • Put tile on PowerBI Dashboard • Link PowerBI Dashboard to a workspace
  36. 36. Hooray? • Embedded videos in D365 F&O
  37. 37. Hooray!
  38. 38. Click to edit master title style Thank you for attending! Please complete your survey

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