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D365 Workspace vs Favourite

  • 1.  D365 Workspace vs Favourite

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

    Nazim Lalji
    Dynamics AX Analyst

    AXUG Summit - Post

  • 2.  RE: D365 Workspace vs Favourite

    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.

    Zvika Rimalt
    Functional Consultant
    Vancouver BC

    AXUG Summit - Post

  • 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


    AXUG Summit - Post

  • 4.  RE: D365 Workspace vs Favourite

    Posted Feb 28, 2019 12:41 PM
      |   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 Struck
    Seattle WA

    AXUG Summit - Post

  • 5.  RE: D365 Workspace vs Favourite

    Posted Mar 01, 2019 09:53 AM
    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.

    Greg Griffith
    Sr. Consultant

    AXUG Summit - Post

  • 6.  RE: D365 Workspace vs Favourite

    Posted Mar 04, 2019 01:39 PM
    ​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.

    Sandra Rudloff
    Vice President Business Systems
    Pivot Interiors, Inc.
    Santa Clara CA

    AXUG Summit - Post

  • 7.  RE: D365 Workspace vs Favourite

    Posted Mar 05, 2019 01:26 PM
    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

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

    AXUG Summit - Post

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