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D365 Workspace vs Favourite

  • 1.  D365 Workspace vs Favourite

    TOP CONTRIBUTOR
    Posted Jan 10, 2019 12:46 AM
    Hi All
    Whats the difference between workspace and Favourite in D365
    thanks

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    Nazim Lalji
    Dynamics AX Analyst

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  • 2.  RE: D365 Workspace vs Favourite

    TOP CONTRIBUTOR
    Posted Jan 11, 2019 02:22 AM
    favourties work just like they did in AX2012: you make a certain menu entry a "favourite" and it shows up at the top left corner of the screen, available for quick access without having to go through the whole manu.

    Workspaces are work areas, pre-configured out of the box, that brings together existing reports, data entry forms, lists related to one area of functionality, which supposedly would be useful for a user performing certain work function.

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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  • 3.  RE: D365 Workspace vs Favourite

    Posted Jan 11, 2019 09:02 AM

    With workspace you can group a number of different Elements (Favorites) and decide on Presentation Eg. Tile, List, Link.  So for me by creating a Workspace and adding all of the different Elements I need to do, some as Tiles with counter on, List for the task I monitor daily, and Links for task I do once in a while.

     

    Michael Mills | AX D365 Consultant Operations
    Blue Horseshoe, 11939 N. Meridian St., Ste 300, Carmel, IN  46032
    Mobile: 813-335-6582 | www.bhsolutions.com

     






  • 4.  RE: D365 Workspace vs Favourite

    Posted 21 days ago
      |   view attached
    Hello Nazim,

    Please see official Microsoft documentation for further details: Navigation concepts
    See attached image for broad overview of nav concepts.

    Thank you,

    Johnny

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    Johnny Struck
    Self
    Seattle WA
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  • 5.  RE: D365 Workspace vs Favourite

    Posted 20 days ago
    On the left navigation pane and below the Favorites is a section for Recent.  Under Recent, you will see recently selected menu items.  The Workspaces are a configurable feature that work to gather up a set of related menu items.  It is an alternative to using Favorites.  There are multiple ways to navigate.  Recommended: Use the methods that work well for you.

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    Greg Griffith
    Sr. Consultant
    Hitachi
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  • 6.  RE: D365 Workspace vs Favourite

    SILVER CONTRIBUTOR
    Posted 17 days ago
    ​The biggest difference is that workspaces can store a filtered view.  We like to create workspaces that allow employees to know what to work on when they open up D365.   They launch their work day from here, rather than going to a favorite, and filtering to see their work.

    They also give managers a quick snapshot in real time.    Accounting managers can see open AR, open AP, etc, all in one workplace.



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    Sandra Rudloff
    Vice President Business Systems
    Pivot Interiors, Inc.
    Santa Clara CA
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  • 7.  RE: D365 Workspace vs Favourite

    D365UG/AXUG ALL STAR
    Posted 16 days ago
    Think of workspaces as the original Role Centers. this is a quick way based on your role to not have to do a ton of navigation or set favorites to do your daily tasks. it is the next evolution of role centers

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    Paul Martin
    Production Program Manager
    Elite Comfort Solutions, LLC
    Rutherfordton NC
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