web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

How to create a new workspace named Contoso Invoice that will display a list of all the open customer invoices?

(0) ShareShare
ReportReport
Posted on by 39

This is a practice exam question: "How to create a new workspace named Contoso Invoice that will display a list of all the open customer invoices?"

The suggested answer on the practice exam no longer matches F&O, if it ever did. Here are the suggested steps:

1. When you log in to Dynamics, you should see your workspaces page. Right-click in a blank area of the page and select Personalize TilePageContainer.
2. Click Add a workspace
3. Right-click on the new workspace and select Personalize > new workspace name>.
4. Name the workspace to Contoso Invoice.
5. Navigate to the Customer Invoices page.
6. Filter the page to display only open invoices.
7. Click on Options.
8. Click on Add to workspace and select the Contoso Invoice workspace from the drop-down list.
9. In the Properties drop-down list, select List then click Configure.
10.Give the list a name such as Open Customer Invoices then click OK.

Beginning with Step #8, the instructions do not match what displays on the screen. I explored and experimented for 10 minutes on my F&O cloud instance (10.0.30 - 10.0.1362.27 - Update54 - 7.0.6592.33) but couldn't find how to achieve the expected result. Can anyone give me accurate steps?

I have the same question (0)
  • Verified answer
    JamesT Profile Picture
    341 on at

    Worked for me:

    1) Go to the Default Dashboard

    2) Right click in blank space

    3) Personalise

    4) Add a Page

    5) Select Workspace

    6) Enter Name

    7) Go to Open Customer invoices

    8) Options

    9) Add to workspace

    10) Select the Contoso Invoice workspace and LIST option, click configure

    11) Enter Display name, select List style = Tabular, select the columns to display, select the Workspace view and ADD TO WORKSPACE

  • Mohit Rampal Profile Picture
    12,565 Moderator on at

    Hi, You should be able to see your Workspace name created in Step# 3 in below screenshot. Every form has this Options Tab.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi Herriman,

    The steps provided by James will work. If you would search for a page named "Customer invoices" (step 5), the application would suggest to open a workspace. There is no support to add details to a workspace from another workspace. This is only possible from regular forms.

  • Herriman-Exp-Coder Profile Picture
    39 on at
    Thank you JamesT. That worked perfectly.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 646 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 529 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 285 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans