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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Assign Custom Workspac...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Assign Custom Workspaces and form personalisations in one go to multiple users

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Posted on by Aparisi82 2,188

Is it possible or is there any workaround to achieve this ?

I created several custom workspaces and each of those redirects to D365 forms with custom personalizations ( hidden fields and predefined columns) and they are grouped by workstream

 - Technical

 - NPD ( New Product Development)

 - Production

 - Planning

Now, for each of these personalisations I have downloaded the files but at the moment I need to individually assign these files to individual users.

Is there anyway to zip everthing and assign for example to a custom role ?

That would be awesome..

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

    Hi Alessandro,

    You can use saved views and attach to a security role. You can check if this will support all your personalizations: docs.microsoft.com/.../saved-views

  • Aparisi82 Profile Picture
    Aparisi82 2,188 on at

    Using Saved views would imply scrapping all the work already done on Custom Workspaces and form personalisations so that would not be an option..

    Plus not sure how with a saved view you can publish custom workspaces to a group of people

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