What is Workspaces in D365?

Workspaces are activity-oriented pages that are designed to increase your productivity by providing information that answers your most pressing activity-related questions. This is where you store your more frequent tasks.

Access to the various workspaces depends on the roles that users have in the organization.

To navigate to a workspace, you can click a tile on the dashboard, click a link in the navigation pane, or find the workspace using the navigation search feature.

Below is an image of the Customer payments workspace.

Workspaces contain sections of content that are relevant to the task for which the workspace is intended.

The first section will usually be a set of tiles that you can click to begin new tasks or access lists of items. The second section contains a set of relevant lists for the activity. The last section contains several links to pages that are important but not frequently used for this activity.

In between the list and links section are a few optional sections that might contain charts and graphs. One important distinction of workspaces is that they do not have a data source.

If the content requires a data source, it can be updated to include that.

How Workspaces drive productivity

A workspace is a one stop-shop for specific activities. Here are some of the ways a workspace can help drive productivity:

• 360-degree view of activities - No need to navigate to multiple lists.

• Answers specific questions - Questions such as:

  • Are there urgent cases that need to be attended?

  • How difficult will my workload be?

  • Are cases easy or difficult to solve?

• Provides insight - Compare multiple sources of data. Provide a big picture view that might be difficult to achieve when only looking at lists in specific modules.

• Navigates by data - Less time is spent filtering to find results.

• Direct access to tasks - Tasks can be performed directly from the workspace.

Optional Video:https://www.microsoft.com/en-us/videoplayer/embed/RE450W7?postJsllMsg=true