Question
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 in the correct order.
Explanation
First open the customer list page and filter the grid so it shows the data that should appear in the workspace. Then, on the Action Pane, open the Options tab and select Add to workspace in the Personalize group. In the dialog, select the target workspace and choose List (or Tile or Link) in the Presentation field, and finally select Configure to choose the columns and label. There is no General menu item for Add to workspace, and workspaces are not populated by searching for a form from the workspace itself.
