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Workspace tiles for creating new orders

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Hi!

Does anyone know if it is possible to create a tile that makes it possible to directly from workspace create new orders? I have seen it in existing workspaces but can not figure out how to do it or find any information about it.

Thankful for any insight!

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi @Lisa Paulsson,

Can you give me an example about what you want to achieve in order to help you?

Regards,

Waed Ayyad

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

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André Arnaud de Cal... 301,231 Super User 2025 Season 2 on at

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Hi Lisa,

Using tiles, you can have a count and open a menu item with a filtered list based on the query used for the count. There is also an option to only have a menu item set on the tiles. If the menu item is e.g. PurchTableCreate, CustTableCreate, it will open the creation form when you click on a tile. This is possible with development. There is no option to configure this type of tiles as part of a personalization.

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Community member 4 on at

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Hi Andre,

Thank you so much for your answer! This brings a lot more clarity to why I have not been able to find it, but now I know that it is possible with development.

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Kevin Xia Microsoft Employee on at

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Hi,

Are you referring to how to create a workspace tile? If so, you can refer to this official documentation: Modify a workspace with a tile, list, and data cache - Finance & Operations | Dynamics 365 | Microsoft Learn, which mentions an example to help you better understand how to add a tile:

In this section, you will add the required metadata to add a new tile to the Summary section of the FmtClerkWorkspace form to show this information. To make this tile work correctly, you will have to add four metadata artifacts: a query, a menu item, a tile, and a tile button.

Best regards,

Kevin

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