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Indusa (now Synoptek)

Dynamics 365 for Finance and Operations – Improving Productivity with Workspaces


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The continued focus on delivering personalized experiences and engaging customers with intelligent insights has been Microsoft’s main concern. With the launch of the latest edition of Microsoft Dynamics 365 for Finance and Operations, workspaces are now directly embedded into the system, enabling users to access powerful, and timely data without having to leave the Dynamics 365 interface. With workspaces, you can get a bird’s eye view of all your business processes and tasks at one central location in the form of dashboards with quick links to commonly used operational areas and business functions, improving the efficiency and productivity of users. What’s more, you can embed Power BI into your workspaces and get up-to-date views of your business.

Create your Own Workspaces

The Workspace feature in Microsoft Dynamics 365 for Finance and Operations is remarkable. While the system comes with a number of pre-built workspaces, what’s exciting is the ability to create your own personal workspace.

  • Go to the dashboard and select personalize.
  • Click on the + Add workspace option and automatically create a new workspace tile on the dashboard.
  • Right-click on the tile and give it an appropriate name.
  • Add components and content of your choice in the form of a tile, a simple or tabular list or a hyperlink.
  • Customize the list before it is created in the workspace.
  • You can also add Power BI components to the workspace using the Open report catalog menu point.

Leverage the Capabilities of Mobile Workspaces

Mobile workspaces in Microsoft Dynamics 365 for Finance and Operations work across all major mobile platforms. You can create and enable business process experiences on mobile devices of any form factor, with purpose-built workspaces for various functions such as expenses, timesheets, invoices, and more. All these workspaces are contained within one app, and you can download them from Apple App Store or Google Play Store.

  • These workspaces are easily configurable without requiring core development skills
  • You can easily enter data into various workspaces and share the information with your team
  • The interface is easy to use – the UI is clean with minimal functions
  • Enjoy offline capabilities – enter data and upload receipts even when you’re not connected to the Internet, and have changes sync immediately as soon as you come back online
  • Validate expense and timesheet policies in real-time within the app

Make the most of Analytical Workspaces

Power BI enables you to deliver critical business intelligence in the form of rich interactive visuals, dashboards and reports. And with Microsoft Dynamics 365 for Finance and Operations, you can now embed Power BI content packs directly into a workspace. The resulting analytical workspaces deliver rich, interactive reports, enabling you to focus more on reporting and analytics and less on administrative work.

  • Personalize your workspace by choosing from a variety of Power BI tiles
  • Access Power BI within analytical workspaces without navigating away from Dynamics 365
  • Use embedded analytical views to get insightful and interactive views of your business data
  • Drill-down past visuals for more in-depth data analysis
  • Enjoy a simplified and secure user experience and leverage embedded Power BI as a powerful tool for analytics

Improve your Productivity

Workspaces in Microsoft Dynamics 365 for Finance and Operations are the perfect way to empower users to make faster decisions based on real-time, contextual information. Create your own workspace, enjoy the capabilities of mobile workspaces, and embed business intelligence using analytical workspaces directly within the context of your business processes. Get a quick glance of your business, perform simple what-if operations without leaving the workspace, enjoy an interactive experience at all times, and improve your productivity by exploring data and discovering hidden trends.
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Manoj Nair
About the Author - Manoj Nair

Manoj Nair is a seasoned IT professional with over 12 years of experience in Software Consultancy, ERP Implementation, Testing, ISV Development & Client Management. He is a Senior Project Manager at Indusa and is responsible of managing various software programs through cross functional coordination.

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Contributing Author: Malavika Nityanandam


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