How to set up a tile in Dynamics 365 Finance and Operations

By Li Thach, Customer Care Consultant, Arbela Technologies

Setting up a tile to a workspace can save you time clicking, give you a quick summarize view, and make Dynamics 365 Finance and Operations more efficient for you.  

To add a tile to a workspace, navigate to the data that you want to add. 

In this scenario, we will be adding the vendor list tile to the vendor information workspace.  

Navigate to the ‘All vendors’ list page: Account Payable > Vendors > All Vendors 

Select ‘Option’ on the ribbon 

Under Personalize, select ‘Add to workspace’ 

‘Add to workspace’ will bring a drop-down menu. Find the workspace you want it to be added to.

Click ‘Configure’

Name the tile and click ‘Ok’

Navigate to the ‘Vendor Information’ workspace and you can see your new tile!

Want to learn more? Get in touch with us and we'll be happy to help.