Longtime readers of this blog know I’m a big fan of Workspaces. I’m such a fan, I gave an entire Workspace Presentation at last year’s User Group Summit.
Here is my pitch for Workspaces:
If bookmarking the D365 Default Dashboard, in order to perform an action you need to 1) Open your browser 2) Go to D365 Default Dashboard and then 3) Goto the D365 form where you will perform your action.
Bookmarking specific workspaces, utilizing the workspace’s tiles, listpages and links gets you straight to the action you want to perform. Your steps are now 1) Open your browser and 2) Go to the D365 form where you will perform your action.
Vendor invoice entry workspace
Why Pin Workspaces to Taskbar?
Advancing this concept, Edge makes it easy to pin a workspace to your taskbar. If I click on the purple finance and operations logo on the far right of my taskbar, the vendor invoice entry workspace opens immediately.
The steps are now 1) Go to the D365 form where you want to perform your action and 2)…profit!
How to Pin Workspace to Taskbar
The Edge browser makes this easy. Go to your desired workspace and click the ellipsis on the top right of the Edge Browser. Select more tools, and then click pin to taskbar,
Pin Vendor invoice entry workspace to taskbar
If you add “&limitednav=true” to the end of your workspace URL, the menu item on the left disappears (zoom into the two Vendor invoice entry workspace screenshots above and look at the urls to see the difference). This gives you a few more pixels to work with (a small benefit), but also cuts down on distractions in the workspace (a larger benefit, possibly).
I like using this limited navigation with the pinned workspace because makes the D365 workspace feel more like a desktop application.
If you hold shift and click on the pinned shortcut in your taskbar, you can select properties to change the icon (the pinned website’s favicon is the shortcut’s default icon). This can be helpful if you want to pin multiple shortcuts to your taskbar and easily distinguish between them. The new icon image must be in .ico format – fortunately there are multiple sites that make it easy to convert standard jpg or png images to ico.