You use multiple workspaces within Dynamics 365 Customer Service insights. You need to switch workspaces. What should you do?

In Dynamics 365 Customer Service Insights, a user with access to multiple workspaces can switch between them by using the workspace picker. This is typically located in the top navigation bar, displaying the name of the current workspace. Selecting the current workspace name reveals a dropdown menu titled "My workspaces," which lists all the workspaces the user can access. The user then selects the desired workspace from this list to navigate to it.

A. Dashboard filters are used to refine the data displayed on the dashboards within the currently selected workspace, not to switch between different workspaces.

B. Sharing a workspace is an administrative action to grant other users access; it is not the procedure for a user to switch their own active workspace.

D. Views are used to change the presentation of data within a specific report or list, such as altering columns or sort order, not for changing the entire workspace context.

1. Microsoft Learn. (2023). Work with workspaces in Customer Service Insights. "To switch to a different workspace

select the workspace name from the workspace picker menu." Retrieved from https://learn.microsoft.com/en-us/dynamics365/customer-service/csi-work-workspaces#switch-to-a-different-workspace

2. Microsoft Learn. (2023). Create and manage workspaces. This document describes the function of workspaces and illustrates the user interface for managing them

including the selection mechanism. Retrieved from https://learn.microsoft.com/en-us/dynamics365/customer-service/csi-create-manage-workspaces