Dynamics 365 Finance and Operations includes a powerful personalization feature called Add to workspace, which lets users push relevant information from lists to a workspace for easy access and monitoring.
A tile refers to a graphical element that provides a quick overview of a specific area or module of the application. Tiles are used to display key performance indicators (KPIs), metrics, reports, or other relevant data in a visually appealing and easily accessible way.
Tiles are typically located on the Dynamics 365 F&O workspace or dashboard, and they provide a way for users to quickly navigate to specific parts of the application, such as sales, inventory, financials, or production. Users can interact with tiles by clicking on them to access more detailed information or to perform specific actions.
Tiles can be customized to suit the needs of individual users or organizations. Users can choose which tiles to display, rearrange them, or resize them to make the most important information more prominent.
How to add tiles to workspaces
To access the feature, users can navigate to the Options tab on the Action Pane, and select the Personalize group. The Add to workspace button will be available in this group for pages that include lists.
Step 1: Go to Worker list
Step 2: Apply filter on view options.
Step 3: Save the view
Step 4: Go to Options > Add to workspace.
Select the workspace where you want to add the tile.
Select tile as presentation.
Click on configure.
Enter the display name and click on Add to workspace.
Step 5: Go to Personnel management workspace
You can see new tile is added to your workspace.
How to add link to workspace
Step 1: Follow the section: How to add tiles to workspaces but only use Link instead of tile.
Step 2: Provide the display name, group name, and click on Add to workspace.
Step 3: Go to personnel management workspace > Related information. You can see your group and link added at the last of the section.
How to add list to workspace
Step 1: Follow the section: How to add tiles to workspaces but only use list instead of tile.
Step 2: Provide your display name, list style and click on Add to workspace.
Step 3: Go to Personnel management workspace > Workers tab.
You can see new tab is created with name Worker list.
If you change the style to Tabular (up to 8 columns) then it must look like below.
How to change the size of tile
User can change the size of tile and you can select one of four available Tile sizes for your new tile in the Configure tile dialog.
To change the size of your tile, right click on your tile and click on personalize.
Now, you can see four available tile sizes and you can also change the name of tile.
In Dynamics 365 F&O, tiles provide a graphical overview of areas and display KPIs, metrics, reports, or other relevant data. They enable users to navigate to specific parts of the application and customize the display to prioritize important information. Administrators can create custom tiles to display company-specific KPIs or frequently used reports/forms.
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