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Add the Up next widget to a custom form

  • Article
  • 2 minutes to read

Display the Up next widget on your customized forms through sales accelerator configuration in Dynamics 365 Sales.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Add the Up next widget

By default, the Up next widget is available only in the out-of-the-box Sales Insights, lead, and opportunity forms. If you're using customized forms, you can display the Up next widget on your custom forms by following these steps.

Note

  • You can add the Up next widget only to managed forms.
  • Adding the Up next widget is supported only in Unified Interface apps.
  1. Sign in to the Sales Hub app.
  2. Go to Change area in the lower-left corner of the page, and select Sales Insights settings.
  3. Under Sales accelerator, select Set up.
  4. In the Choose content and layout section, select the custom form for which you want to add the Up next widget.

    Choose custom entity form

    Note

    Here we're using the custom lead form as an example to add the Up next widget for leads. For other record types, you can perform the steps described in the procedure with the custom form selector.

  5. Select the open in new tab icon (open in new tab icon) and the form designer tab opens.

    Entity form in designer

  6. In the form designer, select Component, and then from Layout, add a column to the form as a placeholder to add the widget.

    Add new column as place holder

  7. From the site map, select Related data > Sequence (Up next).

    Note

    Ensure that the added placeholder column is selected. If it isn't, the widget will be added at a random place in the form.

  8. In the Edit sequence (Up next) pop-up window, select Done.
    The Up next widget is added to the form, as shown in the following image.

    Up next widget added to the form

    Note

    To hide the New section label, go to the Properties tab of the New Section settings pane, and then select Hide label.

  9. Save and publish the form.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.

  • Your administrator hasn't turned on the feature.

  • Your organization might be using a custom app. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps. Check with your administrator for exact steps.

See also

Enable and configure sales accelerator
Connect with customers through a record or the Up next widget