Supply chain | Supply Chain Management, Commerce

Adding New Workspace to Vendor Collaboration

(3) Share

Report

Posted on by alisag09

Hello,

We created a new workspace and have added few Custom Views as Tile and as List. How to show that in Vendor Collaboartion or how this can be assigned to one of the external roles? Via Customization only?

Categories:

Dynamics 365 Supply Chain Management

All responses (5)

Answers (0)

Suggested answer

Sagar Suman 6,196 on at

Like (0)

Report

Adding New Workspace to Vendor Collaboration

Hi,

Apart from the below suggest option you can also use the Export and import options to share the views.
Suggested answer

Sagar Suman 6,196 on at

Like (0)

Report

Adding New Workspace to Vendor Collaboration

HI,

You can share the custom workspace and view with other like below

1 - I created a new workspace

2 - Navigate to System Administration > Personalization > Personal views

3 - Click "Copy to users" and mark the users with whom you want to share this view.
alisag09 58 on at

Like (0)

Report

Adding New Workspace to Vendor Collaboration

Hello @André Arnaud de Calavon ,

Custom Workspace at Dashboard using personilzation only. Added few views(Like Posted receipts, etc.)
André Arnaud de Cal... 295,143 Super User 2025 Season 1 on at

Like (0)

Report

Adding New Workspace to Vendor Collaboration

Hi alisag09,

Can you clarify if the workspace, tiles and lists were added using development or via personalization? What exact details are presented on this workspace?
Vahid Ghafarpour Super User 2025 Season 1 on at

Like (3)

Report

Adding New Workspace to Vendor Collaboration

Would you please check this article

https://learn.microsoft.com/en-us/dynamics365/supply-chain/procurement/vendor-collaboration-work-external-vendors