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How to publish workspace ?

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Posted on by JeanB 66

Hello,

We realised one workspace for the logistic colleagues acording my company processes. So I created the workspace on my dashboard and now, I'm looking to publish it for all the employees in the LOGISTIC role.

But that won't work.

In the workspace, I go here and click on Publish :

pastedimage1658313951132v1.png

I select the role and put the name of the workspace :

pastedimage1658314053517v2.png

But here is the problem, the workspace is not plublishd but my colleagues have only one empty view with the error message :

dzessq.png

It looks like the method doen't plublish the worspace, but only the view. I would be able to copy the workspace from the the Personalization menu as a personal view, but it's not a personal view, it's a organisation wokspace.

Could youexplain me how to create and share workspace for an entire role ?

Thank you,

JBB

  • Suggested answer
    FranciscoO Profile Picture
    FranciscoO 145 on at
    RE: How to publish workspace ?

    Do you mean, how to create a new role?

    You may want to check with your partner (s), you may also alternative review potential database jobs to be executed, or contact your system administrator, if the option may not be currently available.

  • Suggested answer
    FranciscoO Profile Picture
    FranciscoO 145 on at
    RE: How to publish workspace ?

    I am not 100% sure, if the maybe an option to share the personalization to an entire role of sources users role assigned, but only from listing of users, you may want to check with your partner.

  • Suggested answer
    FranciscoO Profile Picture
    FranciscoO 145 on at
    RE: How to publish workspace ?

    After the right click on personalization workspace, have you tried adding the users sources to share the personalization with from listing, followed by the enable checkbox to include.  (I am not 100% sure, if there maybe a limit on users, more likely there is no limit).

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to publish workspace ?

    Hi JeanB,

    It seems that your issue is related to D365 F&O. So please post it at here for further help:

    Dynamics 365 Finance - Forums, Blogs, Support

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