Enhanced productivity with new 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 a record side panel form. A record side panel form is a streamlined representation of a form delivered through a side panel as part of the pipeline management workspace. The record side panel form provides quick and easy access to the opportunity record that can be updated without navigating away or losing context.

Feature details

  • New record side panel form layout loaded through side panel.
  • Quick edit capabilities.
  • Access to key activities and action (notes and task).
  • Drill in to contact or account within record side panel.

Note

This feature is available in Unified Interface only.