Q:

The current workspace used by the finance team is cluttered and causes inefficiency due to the lack of custom data views.

You need to design an efficient solution that allows users to have views that display only the data relevant to their specific roles, improving navigation and efficiency.

What should you do? Each correct answer presents a complete solution. Choose two.

 

Wrong: Create a new workspace for each user to avoid clutter and overlap of data.

Wrong: Increase the number of menu items to provide direct access to all possible data forms and reports.

Wrong: Remove all existing personalizations and reset the workspace to its default layout.

Saved views allow users to have personalized data views relevant to their roles, which improves efficiency and navigation. Configuring filtering and sorting options helps in creating focused workspaces tailored to user roles. Increasing the number of menu items would add to the clutter rather than reduce it. Creating a new workspace for each user is not practical and does not ensure data relevancy. Removing all personalizations would negate any existing efficiencies and is counterproductive to the goal.

Create and extend menus - Training | Microsoft Learn

User interface elements - Finance & Operations | Dynamics 365 | Microsoft Learn