MB-300- Certification guide Determine when to use workspaces Dynamics 365 for finance and operations

Ali Zaidi

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Hello, welcome to this post, In this post I will explain about navigation concept. If we go through the skilled measured PDF released measured by Microsoft it is follow

Determine when to use Workspace.

So what is workspace.

Workspace is one window to all operations performed by one role. Yes.

As this blog post is notes, So I can copied and paste things from different blogs added reference here.

So According to Microsoft

A workspace is defined as…

Part of the primary navigation mechanism.
A form that supports a business activity (a logical group of tasks that make up the work of a target persona).
A way to provide an initial overview and to increase productivity in the activity by allowing simple tasks to be completed directly in the workspace.

Machine generated alternative text: WORKSPACE Works ace Tile Pane Tabbed List Container Works ace Chart Pane Related Links Panel

When to use Workspace.

Provide deeper understanding of his task.
Without leaving Workspace End user can access all of pages.
Get Statistics of all operations, for example number of new sales order confirmed. Number of sales order delivered. And Number of Invoices generated.
Reduce the need of navigation.

If we explore the Customer Payments workspace it will something similar.

Machine generated alternative text: New OPTIONS p Customer payments Summary Record customer payment Customer transactions Invoices past due Payments not settled Find transactions Settlement history Customer invoices past due Filter V Number FT-INV-OOO... CUS-INV CUS-INV -00... SALE-CR-NT... CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO Customer 1 Payment Journals - not posted Payment Journals - not posted assigned to me Electronic payments sent need bank confirmation Due date Y 07/11/2019 07/11/2019 06/11/2019 06/11/2019 17/10/2019 17/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 23/10/2019 23/10/2019 23/10/2019 23/10/2019 23/10/2019 Currency AED USD AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED Amount 5,200.00 2,280.60 250.00 125.00 10,000.00 1,200.00 1,170.00 1,170.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 15,903.00 15,903.00 15,903.00 15,903.00 15,903.00 Balance 5,200.00 780.60 250.00 -125.00 10,000.00 1,200.00 1,170.00 1,170.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 15,903.00 15,903.00 15,903.00 15,903.00 15,903.00 CD Related information Reports Customer aging report Customer balance list with credit limit Customer posted paymentjournal rep... Deposit summary by customer report Deposit summary by date report Deposit slip report Detailed due date list report All customers Customer invoices due today Customers on hold Deposit slips A IN) Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer

Tiles

Rectangle box which behaves like a menu button. When you click on it, it will leads you to specific page. This contains specific information, that 10 Sales are pending for confirmation, 2 Sales orders are invoiced.

For example Sales Invoice workspace contains Something similar.

Machine generated alternative text: Customer payments Summary Record customer payment Customer invoices past due 1 Payment Journals - not posted Payment Journals - not posted assigned to me Electronic payments sent need bank confirmation All customers 0 Customer invoices due today Customers on hold 0 Deposit slips

List pages. This section contains the list pages For example sales Invoice contains following List Page.

Invoice past due
Payments not settled
Find transactions

Machine generated alternative text: Customer transactions Invoices past due Payments not settled Find transactions Filter V Number FT-INV-OOO... CUS-INV -00... CUS-INV SALE-CR NT CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO CUS-INV-OO Settlement history Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Integratio Customer Due date Y 07/11/2019 07/11/2019 06/11/2019 06/11/2019 17/10/2019 17/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 20/10/2019 23/10/2019 23/10/2019 23/10/2019 23/10/2019 23/10/2019 Currency AED USD AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED AED Amount 5,200.00 2,280.60 250.00 125.00 10,000.00 1,200.00 1,170.00 1,170.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 15,903.00 15,903.00 15,903.00 15,903.00 15,903.00 Balance 5,200.00 780.60 250.00 -125.00 10,000.00 1,200.00 1,170.00 1,170.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 3,900.00 15,903.00 15,903.00 15,903.00 15,903.00 15,903.00

One optional link based on Graphs and Charts. Something similar.

Machine generated alternative text: 92.47%

Then comes Related links.

This section, contains hyperlinks with in Dynamics 365 for finance and operations which are related to workspace, for example. Sales Invoice workspace contains following links.