QuestionQ192

Design and develop AOT elements

You are a Dynamics 365 Finance developer.

Users need 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?

Drag & Drop
Navigate to the Workspace form and select Find form to add.
Select Workspace and Presentation options.
Select the Options action pane tab and then select Add to workspace.
Open the customer form and apply filters to the grid.
Select Configure.
Select the General menu item then select Add to workspace.
Explanation

To add a filtered list to a Finance and Operations workspace, first filter the source list page. Use Add to workspace on the Options tab of the Action Pane, select the target workspace and List presentation, then select Configure to choose the displayed columns and list label.

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