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How to change existing workspace tile

  • 1.  How to change existing workspace tile

    Posted Jan 10, 2020 05:22 PM
    ​​Hi,

    Can someone please provide details how to change existing workspace tile.


    Thank you!


    ------------------------------
    Djuro Vorkapic
    Empire Today LLC
    Northlake IL
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: How to change existing workspace tile

    TOP CONTRIBUTOR
    Posted Jan 13, 2020 11:09 AM
    Hi, it depends on what you want to do - most of the changes that are just visual, or even creating a new one, are done via personalization.  What kinds of changes are you looking at?

    ------------------------------
    Shirley Adams
    Solution Architect
    AKA Enterprise Solutions
    New York NY
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: How to change existing workspace tile

    Posted Jan 13, 2020 11:29 AM
    Shirley, thank you for your reply!

    I'm trying to add data that's not on a table presented in tile (excuse my lack of details, not a technical person :) ), but in some other table. So, I guess question would be is it possible (through standard functionality) to add data from multiple tables to a tile.

    Additionally, is it possible to add data, to a tile, if relationship between field is 1:n (one to many), such as SOs related to PO.

    Thank you!

    ------------------------------
    Djuro Vorkapic
    Empire Today LLC
    Northlake IL
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: How to change existing workspace tile

    D365UG/AXUG ALL STAR
    Posted Jan 16, 2020 07:06 AM
    Hi Djuro,

    Personalizing a workspace can be done! If you want data that has been filtered or queried in some way, you can add that as well. First, filter or query your data as you'd like to see it, then save the filter or query.

    You can add the data to a Workspace by navigating to the Options tab in the ribbon and selecting Add to workspace in the Personalize section.


    Here, you can choose which workspace to add the data you are currently looking at to. You can also select how the data is presented, such as in a Tile, List, or Link.

    List, tile or link




    ------------------------------
    Kelly Kane
    Customer Experience Manager
    Ellipse Solutions LLC
    Dayton OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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