Question 10 of 103 from exam MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer

Question 10 of 103 from exam MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer

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Question

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:

Answer Area Actions Navigate to the Workspace form and select id form to add. Select Workspace and Presentation options. Select the Options action pane tab and then select Add to workspace. Open the customer form and apply filters to the gri Select Configure. i . Select the General menu item then select Add to workspace.

Explanations

Answer Area Actions Navigate to the Workspace form and select Open the customer form and apply filters to id form to add. the g Select Workspace and Presentation options. Select the General menu item then select Add to workspace. Select the Options action pane tab and then Select the Options action pane tab and then select Add to workspace. select Add to workspace. thewta. customer form and apply filters to Select Configure. Select Configure. Select the General menu item then select Add to workspace.

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.

Dynamics 365 | Finance and Operations Accounts receivable > Customers > All customers @édit New [ij Delete CUSTOMER SELL INVOICE COLLECT PROJECTS SERVICE MARKET RETAIL GENERAL PERSONALIZE PAGE OPTIONS SHARE Always open for editing Personalize this form ‘Add to workspace V Security diagnostics Record info Get a link V Advanced Filter/Sort Change view V
PERSONALIZE Always open for editing Personalize this form Add to workspace Workspace Presentation Tile Configure

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.

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/personalize-user-experience
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