DRAG DROP -
You are a Dynamics 365 Finance developer.
Users must be able to view a filtered customer list from within a workspace.
You need to add the customer form to a workspace.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them on the correct order.
Select and Place:
Step 1:Open the customer form and apply filters to the grid.
To add a list to a workspace, first sort or filter the list on the page so that it shows the information as you want it to appear in the workspace.
Step 2: Select the General menu item then select Add to workspace
This workspace will be selected in step 3.
Step 3: Select the Options actions pane tab and then select Add to workspace.
For some pages that include lists, the Add to workspace personalization feature is available in the Personalize group on the Options tab of the Action Pane. This feature lets you push relevant information from the current list to a specific workspace.
Step 4: Select Configure -
After you select Configure, a dialog box appears, where you can select the columns that should appear in the list in the workspace.
Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/personalize-user-experience
This should be Open the customer form and apply filters to the grid - Select the Options actions pane tab and then select Add to workspace - Select Workspace and Presentation options - Select Configure. Just like in the screenshots
i agree with you
Correct
I went to do it again. You are right. Dump answer wrong. It is option Action pane to add to workspace.
Correct
1. Open the customer form and apply filters to the grid 2. Select the Options actions pane tab and then select Add to workspace 3. Select Workspace and Presentation options 4. Select Configure.
yeah saoki9311 you have mentioned the right steps
Open the customer form and apply filters to the grid - Select the Options actions pane tab and then select Add to workspace - Select Workspace and Presentation options - Select Configure.
There is not Options actions pane tab. There is a Options menu item!
Correction: Open the customer form and apply filter to the grid. Select the option action pane tab and then select add to workspace Select workspace and presentation options Select configure