Ability to customize and configure the record side panel form

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Jun 2021 - -

Business value

There are times when a full opportunity form is not needed. Sellers want to quickly view the most relevant information and catch up on the latest activities. To do so, we are introducing record side panel. A record side panel is a streamlined representation of a form delivered through a side panel as part of the pipeline management workspace. Organizations will be able to customize the record side panel form to fit their unique business requirements.

Feature details

  • Out-of-the-box record side panel forms for opportunity, contact, and account entities.
  • Ability to customize the out-of-the-box record side panel form with custom attributes.
  • Support for business rules.
  • Support server side plug-ins.

Note

This feature is available in Unified Interface only.