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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / saved shortcut for the...
Finance | Project Operations, Human Resources, ...
Suggested Answer

saved shortcut for the project wont work

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Posted on by aayushii 131

Hello, 

I am trying to add shortcut to my project using the steps:

  1. Choose a project of yours that has only 1 line
  2. Click on My View
  3. Save
  4. Click the Options tab at the top.
  5. pastedimage1684136308837v1.png
  6. Click Add to workspace to open the drop dialog.
  7. pastedimage1684136363659v2.png
  8. In the Workspace field select Project Management.
  9. pastedimage1684136384979v3.png
  10. In the Presentation field, select Tile. (It usually defaults to Tile).
  11. pastedimage1684136416692v4.png
  12. Click Configure.
  13. pastedimage1684136432088v5.png
    1. In the Name for tab field, type a name that will be meaningful to you. This is a personalization that only you will have.
    2. pastedimage1684136520277v6.png
    3. Select No in the Show count on the tile field. If you want this, you can keep yes.
    4. pastedimage1684136533154v7.png
    5. Click OK.
    6. Close the page.
    7. Close D365 and reopen it.
    8. Click the Project management workspace.
    9. pastedimage1684136647596v9.png
    Right click on the tile you just created
  15. Choose Personalize.
  16. pastedimage1684136694079v10.png
  17. Select the Pin to dashboard check box.
  18. pastedimage1684136707175v11.png
  19. Close the page.
  20. Your Project Management workspace will now have the shortcut.
  21. pastedimage1684136736920v12.png
  22. If you want to remove the tile, right click on the tile and click Remove.
  23. pastedimage1684136756976v13.png

But, I can not see the saved workspace. I tried usage data clear.

Thanks,

AyuSri.

I have the same question (0)
  • Mohit Rampal Profile Picture
    Mohit Rampal 12,565 Moderator on at

    Hi, Please confirm the issue is that new tile is missing in Project Management workspace.

  • aayushii Profile Picture
    aayushii 131 on at

    No. on using shortcut. it  should shows the save d view but it is showing all project list page only

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

    Hi aayushii,

    I'm not able to understand what your issue at this moment is. In the screenshots you shared, I do see the tile. Can you clarify your question? Did you follow the steps but get stuck at one particular step?

  • Suggested answer
    Lennart Lauterbach Profile Picture
    Lennart Lauterbach 107 on at

    Hi,

    We have had a similar issue but on another page. Filters from saved views were not applied when the saved view was opened via a workspace tile. Solution for us was to disable "Saved views performance enhancement" feature. Check if the feature is enabled on your environment. If so, disable it and try again to open your saved view from  your workspace.

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