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MB-300-认证指南:确定何时使用Dynamics 365进行财务和运营工作区 / MB-300- Certification guide Determine when to use workspaces Dynamics 365 for finance and operations

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Hello, welcome to this post, In this post I will explain about navigation concept. If we go through the skilled measured PDF released measured by Microsoft it is follow
  • Determine when to use Workspace.
Machine generated alternative text:
Exam MB-300: Microsoft Dynamics 365: Core Finance 
and Operations - Skills Measured 
The content of this exam was updated on November 1, 2019. Please continue scrolling to 
the red line section below to view the changes. 
Use common functionality and implementation tools (20-25%) 
Identify common Microsoft Dynamics 365 Finance and Operations features and 
functionality 
• 
• 
determine when to use workspaces 
identify use cases for Power Platform appsl including Power Apps, Power Bl and Microsoft 
Flow 
identify and differentiate between the global address book and other address books 
demonstrate Work Items functionality 
emonstrateMicrosoftDnamics365hnance andO eratlons naviation techni ues 
identify Inquiry and Report types available in a default installation
So what is workspace. Workspace is one window to all operations performed by one role. Yes. As this blog post is notes, So I can copied and paste things from different blogs added reference here. So According to Microsoft A workspace is defined as…
  • Part of the primary navigation mechanism.
  • A form that supports a business activity (a logical group of tasks that make up the work of a target persona).
  • A way to provide an initial overview and to increase productivity in the activity by allowing simple tasks to be completed directly in the workspace.
Machine generated alternative text:
WORKSPACE 
Works ace Tile Pane 
Tabbed List Container 
Works ace Chart Pane 
Related Links Panel
When to use Workspace.
  • Provide deeper understanding of his task.
  • Without leaving Workspace End user can access all of pages.
  • Get Statistics of all operations, for example number of new sales order confirmed. Number of sales order delivered. And Number of Invoices generated.
  • Reduce the need of navigation.
If we explore the Customer Payments workspace it will something similar.
Machine generated alternative text:
New 
OPTIONS p 
Customer payments 
Summary 
Record 
customer 
payment 
Customer transactions 
Invoices past due 
Payments not 
settled 
Find transactions 
Settlement history 
Customer 
invoices past 
due 
Filter 
V Number 
FT-INV-OOO... 
CUS-INV 
CUS-INV 
-00... 
SALE-CR-NT... 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
Customer 
1 
Payment Journals - not 
posted 
Payment Journals - not 
posted assigned to me 
Electronic payments sent 
need bank confirmation 
Due date Y 
07/11/2019 
07/11/2019 
06/11/2019 
06/11/2019 
17/10/2019 
17/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
23/10/2019 
23/10/2019 
23/10/2019 
23/10/2019 
23/10/2019 
Currency 
AED 
USD 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
Amount 
5,200.00 
2,280.60 
250.00 
125.00 
10,000.00 
1,200.00 
1,170.00 
1,170.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
15,903.00 
15,903.00 
15,903.00 
15,903.00 
15,903.00 
Balance 
5,200.00 
780.60 
250.00 
-125.00 
10,000.00 
1,200.00 
1,170.00 
1,170.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
15,903.00 
15,903.00 
15,903.00 
15,903.00 
15,903.00 
CD 
Related information 
Reports 
Customer aging report 
Customer balance list with credit limit 
Customer posted paymentjournal rep... 
Deposit summary by customer report 
Deposit summary by date report 
Deposit slip report 
Detailed due date list report 
All customers 
Customer 
invoices due 
today 
Customers on 
hold 
Deposit slips 
A IN) 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer
Tiles Rectangle box which behaves like a menu button. When you click on it, it will leads you to specific page. This contains specific information, that 10 Sales are pending for confirmation, 2 Sales orders are invoiced. For example Sales Invoice workspace contains Something similar.
Machine generated alternative text:
Customer payments 
Summary 
Record 
customer 
payment 
Customer 
invoices past 
due 
1 
Payment Journals - not 
posted 
Payment Journals - not 
posted assigned to me 
Electronic payments sent 
need bank confirmation 
All customers 
0 
Customer 
invoices due 
today 
Customers on 
hold 
0 
Deposit slips
List pages. This section contains the list pages For example sales Invoice contains following List Page.
  • Invoice past due
  • Payments not settled
  • Find transactions
Machine generated alternative text:
Customer transactions 
Invoices past due 
Payments not 
settled 
Find transactions 
Filter 
V Number 
FT-INV-OOO... 
CUS-INV 
-00... 
CUS-INV 
SALE-CR NT 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
CUS-INV-OO 
Settlement history 
Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Integratio Customer 
Due date Y 
07/11/2019 
07/11/2019 
06/11/2019 
06/11/2019 
17/10/2019 
17/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
20/10/2019 
23/10/2019 
23/10/2019 
23/10/2019 
23/10/2019 
23/10/2019 
Currency 
AED 
USD 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
AED 
Amount 
5,200.00 
2,280.60 
250.00 
125.00 
10,000.00 
1,200.00 
1,170.00 
1,170.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
15,903.00 
15,903.00 
15,903.00 
15,903.00 
15,903.00 
Balance 
5,200.00 
780.60 
250.00 
-125.00 
10,000.00 
1,200.00 
1,170.00 
1,170.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
3,900.00 
15,903.00 
15,903.00 
15,903.00 
15,903.00 
15,903.00
One optional link based on Graphs and Charts. Something similar.
Machine generated alternative text:
92.47%
Then comes Related links. This section, contains hyperlinks with in Dynamics 365 for finance and operations which are related to workspace, for example. Sales Invoice workspace contains following links.
Machine generated alternative text:
Related information 
Reports 
Customer aging report 
Customer balance list with credit limit 
Customer posted paymentjournal rep... 
Deposit summary by customer report 
Deposit summary by date report 
Deposit slip report 
Detailed due date list report
References
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/build-workspaces
https://docs.microsoft.com/en-us/learn/modules/navigate-finance-operations/2-navigation-elements
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