Dynamics 365 offers an array of modern features to meet the growing demands of companies worldwide. In a bid to further improve the experience businesses have with the platform, Microsoft has introduced the concept of Workspaces. These personalized work centers offer a unified repository to store data, reports, and transactions related to a particular team, project, or department. Designed to make users more efficient in their daily tasks, these out-of-the-box workspaces contain specific content for different roles within the organization. But that’s not all; you can also update or modify these workspaces with additional information and reports, and make the entire experience even more personalized and relevant. Read on to learn how you can leverage Dynamics 365 Workspaces to the fullest!
Dynamics 365 Workspaces Tips
As a collection of commonly used links, lists, and jobs, Dynamics 365 Workspaces allows specific users to carry out specific jobs in a more efficient manner. Since each workspace is geared towards and optimized for common roles within the organization, they aid in quicker completion of tasks, better monitoring of metrics, and increased productivity. You can store and manage reports, view user activity in real-time, and also choose the type of data you want to send to a particular workspace.
In today’s highly dynamic business landscape, workspaces offer a great foundation to support business activities and increase productivity. By reducing the need for navigation and enabling access to all the data you need to do your jobs, Workspaces pave the way for tasks to be completed quickly and efficiently.
That being said, here are some tips that can help you make the most of Dynamics 365 Workspaces:
1. Create New Workspaces or Customize Existing Ones
Dynamics 365 Workspaces allows you to either create new Workspaces or customize or personalize existing ones. If you think a Workspace does not meet the unique needs of a group of users, you can always customize it: you can select the type of data you want to focus on, add other users to your workspace, change names, or just move things around. You can also edit it according to your needs or even delete it, if a project you were using it for is complete.
2. Make New Tiles
Setting up a tile to your Workspace is a great way to save time. You can get a quick summary of your workspace, keep track of a certain set of data, or use advanced filters to filter your data according to specific criteria – and make the Dynamics 365 experience more seamless and fulfilling.
3. Create Lists
Adding a list to your Workspace can make your Workspace a one-stop shop for all your data needs. With the lists feature, you can save a page or inquiry as a list and have all associated data automatically get populated directly into the Workspace. Displaying all records in the Workspace makes it easier for users to take action and make decisions quickly.
4. Embed BI
Adding BI reports to your Workspace can deliver operational insights in real-time. Having advanced reports in each Workspace can not only save time in decision-making; it can also ease frustration in the long run, as users can access powerful, data-driven reports – without leaving the Dynamics 365 interface.
5. Manage Personal Data
If you think any of your Workspace puts customer data at risk, you can easily delete or export such identifiable data. All you have to do is tag event properties that contain data with personal information and delete or export the data with specific values.
6. Integrate Links
Another way to improve the Dynamics 365 Workspace experience is to integrate links that might be missing from the out-of-the-box workspace. For instance, users can go to a collaboration Workspace, select the link option, and provide other members of the team an opportunity to work on a project in a shared online space.
7. Share with Peers
Sharing a Workspace with peers is also a nice way to enable collaboration, avoid duplicating work, and improving team efficiency. You can simply add members of your choice, give them access and assign roles, and allow them to utilize existing Workspaces by a simple import to their Dynamics 365 experience – thus making the most of common documents, files, and tools.
8. Manage Environments
To seamlessly organize and manage your Workspaces and connections, you can set up different environments. An environment can either contain one or more Workspaces – depending on your organization and sue case. You can also choose to have different environments for test and production, for different teams or departments, or for different branches of the company.
If you’re looking to save time and reduce the time your employees spend navigating different documents or tools, Dynamics 365 Workspaces offer a single repository where you can have all relevant information in one place: from tools and documents to reports and files. Create new Workspaces, edit them to suit your need, add links, manage environments, share them with peer, and witness your business efficiency surge. Follow these tips and get the best out of your Dynamics 365 platform.
