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

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

Collaboration Workspaces provide members of a team with the ability to work on an opportunity or campaign in a shared online space. Team members can share documents, create lists, and use other Windows SharePoint Services features. Use the Create collaboration workspace form to set up a new shared workspace for a project or the Link collaboration workspace form to associate an opportunity or campaign with an existing workspace.

Create a Collaboration Workspace for an opportunity

  1. Click Sales and marketing > Common > Opportunities > All opportunities.

  2. On the All opportunities list page, select the opportunity that you want to associate with a collaboration workspace.

  3. On the Action Pane, on the General tab, in the Set up group, click Collaboration workspace, and then select Create collaboration workspace.

  4. In the Create collaboration workspace form, use the Workspace URL, Template, Title and Description fields to configure settings for the new workspace.

Create a Collaboration Workspace for a campaign

  1. Click Sales and marketing > Common > Campaigns > All campaigns.

  2. On the All campaigns list page, select the campaign that you want to associate with a collaboration workspace.

  3. On the Action Pane, on the General tab, in the Set up group, click Collaboration workspace, and then select Create collaboration workspace.

  4. In the Create collaboration workspace form, use the Workspace URL, Template, Title and Description fields to configure settings for the new workspace.

  1. Click Sales and marketing > Common > Opportunities > All opportunities.

  2. On the All opportunities list page, select the opportunity that you want to associate with a collaboration workspace.

  3. On the Action Pane, on the General tab, in the Set up group, click Collaboration workspace, and then select Link collaboration workspace.

  4. In the Link collaboration workspace form:

    • In the Internal URL field, enter or select the Collaboration Workspace URL for intranet users.

    • In the External URL field, enter or select the URL for external user access.

  1. Click Sales and marketing > Common > Campaigns > All campaigns.

  2. In the All campaigns list page, select the campaign that you want to associate with a collaboration workspace.

  3. On the Action Pane, on the General tab, in the Set up group, click Collaboration workspace, and then select Link collaboration workspace.

  4. In the Link collaboration workspace form:

    • In the Internal URL field, enter or select the Collaboration Workspace URL for intranet users.

    • In the External URL field, enter or select the URL for external user access.

See also

Manage collaboration workspaces (Sales and marketing)

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

Set up collaboration workspaces