CORRECT TEXT

CORRECT TEXT

You are a functional consultant for Contoso Entertainment System USA (USMF).

You need to create a new workspace named Contoso Invoice that will display a list of all the open customer invoices.

To complete this task, sign in to the Dynamics 365 portal.

View Answer

Answer: ✑ When you log in to Dynamics, you should see your workspaces page. Right-click in a blank area of the page and select Personalize TilePageContainer.

✑ Click Add a workspace

✑ Right-click on the new workspace and select Personalize < new workspace name>.

✑ Name the workspace to Contoso Invoice.

✑ Navigate to the Customer Invoices page.

✑ Filter the page to display only open invoices.

✑ Click on … > Options.

✑ Click on Add to workspace and select the Contoso Invoice workspace from the drop-down list.

✑ In the Properties drop-down list, select List then click Configure.

✑ Give the list a name such as Open Customer Invoices then click OK.