Create collaboration workspace (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Project tab, in the Set up group, click Collaboration workspace, and then click Create collaboration workspace.

–or–

Click Sales and marketing > Common > Opportunities > All opportunities. On the Action Pane, on the General tab, in the Set up group, click Collaboration workspace, and then click Create collaboration workspace.

–or–

Click Sales and marketing > Common > Campaigns > All campaigns. On the Action Pane, on the General tab, in the Set up group, click Collaboration workspace, and then click Create collaboration workspace.

Use the Create collaboration workspace form to set up a new shared workspace for a project, opportunity, or campaign.

Tasks that use this form

Create or link to a collaboration workspace (Project)

Create or link to a collaboration workspace (Sales and marketing)

Navigating the form

The following table provides descriptions for the controls in this form.

Fields

See also

Delink from or delete a collaboration workspace (Project)

Delink from or delete a collaboration workspace (Sales and marketing)

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).