Skip to main content

Notifications

Announcements

No record found.

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?

  • How to create a new workspace named Contoso Invoice that will display a list of all the open customer invoices?
    Thank you JamesT. That worked perfectly.
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,187 Super User 2025 Season 1 on at
    RE: How to create a new workspace named Contoso Invoice that will display a list of all the open customer invoices?

    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.

  • Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Super User 2024 Season 1 on at
    RE: How to create a new workspace named Contoso Invoice that will display a list of all the open customer invoices?

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

  • Verified answer
    JamesT Profile Picture
    JamesT 341 on at
    RE: How to create a new workspace named Contoso Invoice that will display a list of all the open customer invoices?

    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

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,187 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,966 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans