How Can Custom Data Views Improve Efficiency in Dynamics 365 Finance Workspaces?
Table of Contents
Question
The current workspace used by the finance team is cluttered and causes inefficiency due to the lack of custom data views.
You need to design an efficient solution that allows users to have views that display only the data relevant to their specific roles, improving navigation and efficiency.
What should you do? Each correct answer presents a complete solution. Choose two.
Select all answers that apply.
A. Create a new workspace for each user to avoid clutter and overlap of data.
B. Configure filtering and sorting options to create role-centered workspaces that enhance data relevancy for the users.
C. Increase the number of menu items to provide direct access to all possible data forms and reports.
D. Remove all existing personalizations and reset the workspace to its default layout.
E. Design and implement saved views that can be personalized based on user roles and permissions.
Answer
B. Configure filtering and sorting options to create role-centered workspaces that enhance data relevancy for the users.
E. Design and implement saved views that can be personalized based on user roles and permissions.
Explanation
Saved views allow users to have personalized data views relevant to their roles, which improves efficiency and navigation. Configuring filtering and sorting options helps in creating focused workspaces tailored to user roles. Increasing the number of menu items would add to the clutter rather than reduce it. Creating a new workspace for each user is not practical and does not ensure data relevancy. Removing all personalizations would negate any existing efficiencies and is counterproductive to the goal.
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