Build workspaces in Finance and Operations apps

Dynamics 365
Finance and Operations
Supply Chain Management

Workspaces are personalized work centers with data, reports, and transactions and are designed to increase efficiency of daily tasks. Workspaces can be created and modified by developers. There are many reasons to design and create a workspace in the developer environment rather than the user interface. For instance, your business might want key performance indicator (KPI) tiles, analytical components, drillthrough components, or other advanced features that cannot be created or modified in the user interface.

Learning objectives

In this module, you will:

  • Design and build key performance indicators (KPIs).
  • Create workspace elements.
  • Use Report Definition Language (RDL) to create custom reports.
  • Implement reporting components into workspaces.


  • Basic knowledge of Finance and Operations apps.
  • Access to an environment that has a standard sample of data in Finance and Operations apps, and is connected to Microsoft Power BI.