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Share Customized Workspace to other users

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Posted on by CU07101257-0

130

Dear All,

Is there any way to share customized workspace to other users.

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Finance and Operations

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Mea_ 60,286 on at

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Hi Sunil,

Personalization could be shared with other users on Personalization form under System Administration, please refer for details [View:https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/personalize-user-experience#administration-of-personalization]
CU07101257-0 130 on at

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Thank for your reply. We can share workspace from one user to others through personification. But if try to share the customized workspace from our system admin dashboard to others, will get error due to security measures.

Is there any method to export only one workspace(customized workspace not standard) from System admin dash board to other users after our verifcations.
André Arnaud de Cal... 307,283 Super User 2026 Season 2 on at

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Hi Sunil,

Please elaborate as I'm getting confused here. What error do you get? What workspace are you referring to?
CU07101257-0 130 on at

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Dear Andre,

I have create new Workspace and customized for our Sales team in my dashboard. I need to share the same to our sales users. As system admin, I have many workspace in my dashboards. Is it possible to export one workspace from my dash board to others
Community Member on at

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Sunil,

Did you ever get a good answer or response to this inquiry about deploying custom workspaces to your users.

Bryan
CU07101257-0 130 on at

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I am not yet received
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Matze 120 on at

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Hi Sunil,

I think this might be what you're looking for:

https://www.sikich.com/insight/create-your-own-workspace/

Thanks,
Mathias
Jie G Microsoft Employee on at

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Hello Sunil and Bryan,

If you have many workspaces in the dashboards, and you just want to export one workspace to others, you can export all the customized workspace to an XML file. Then edit the file to remove the unwanted workspaces before importing it.