D365 F&O comes standard with workspaces that have been designed for common business processes and jobs within D365. What some users may not know, is that these workspaces are 100% customizable to fit your needs to create a one-stop-shop for keeping track of all your work. 

Found under the Workspaces section on your side navigation bar, different workspaces may be available to your assigned role. All workspaces can be personalized to add or hide to the components available. If you are personalizing an existing workspace, be sure to save your view and pin it as the default view.

If there are no workspaces that contain elements you would like to use and add to, or you would rather start from a clean canvas, you can add a new workspace. 

To add a new workspace, navigate to your home page and right click and select Personalize. Then, select Add a page. You will then be prompted to select the page you would like to add, which for this topic, would be Workspace. 

Once your workspace has been added, you will want to add all the components that help you to do your job. 

Workspaces are made up of 3 key components, all of which can be customized. Created from personalized views within various forms you commonly use, lets look at the 3 ways you can display data on a workspace.

Tiles are boxes at the top of a workspace that serve as a direct link to a personalized view within various forms. Tiles have the option to contain record counts. When monitoring items, such as payment journals assigned me, counts can help identify if there is new work to review or take action. Tiles may not contain counts, and serve as a direct link that is commonly used. Selecting a tile will bring you directly to that view so you can jump seamlessly to various screens in your day to day job.

Lists are previews of the records that exist in the personalized view you wish to monitor or access frequently. You can select a record in the list to jump into the form where the record lives, reducing navigational steps required to access the exact record you need.

Links are listed at the bottom of the workspace and can help keep all your important menu items in one place. Links can be grouped by headers and nicknamed for further personalization.

Unlike saving and publishing (with proper security access) personalized views, personalized and custom workspaces cannot be published to users at a security role level--at least not without some help from your System Administrator. While this is not a long term solution for a custom workspace for your whole team to use, it can be a temporary solution until a custom workspace can be designed, developed, tested, and deployed by your development resources. 

To share the personalized workspace, your System Administrator can select your view from the following menu path under Personalized views and then select Copy to users to select users by security role to share this view with. 

System administration > Setup > Personalization