Customize record details in the side panel (preview)

Important

This topic is pre-release documentation and is subject to change.

Important

A preview is a feature that is not complete, but is made available to you before general availability so you can evaluate the preview and provide feedback to Microsoft. Previews may have restricted functionality and may employ reduced or different privacy, security, or compliance commitments than a commercial version. As such, previews are not intended for production use, which means they are not meant for "live" Customer Data, Personal Data, or other data that is subject to heightened compliance requirements. Use of such data is at your sole risk and it's your sole responsibility to notify your end users about not including personal or sensitive information with their use of previews, as appropriate. We don't provide support for previews and Microsoft Dynamics 365 Technical Support won't be able to help you with issues or questions. This preview, and any one-off support Microsoft may elect to provide, is provided "as-is," "with all faults," "as available," and without warranty.

Sellers can use the side panel to quickly view and update details of a record during a Teams meeting. It displays notes, tasks, and activities associated with the record.

Customize the record side panel

As an administrator, you can customize record details that should be displayed within the side panel to meet the needs of your users.

Note

• To customize record details in the side panel, edit a table's In Context Form form.
• The side panel supports the Contact, Opportunity, Lead, Account, and Case tables.

The following customizations are supported:

• Add or remove fields in the (table) info section.
• Change a field label.
• Set a field requirement (for example, read-only).

The following customizations are not supported:

• Enable or disable tabs.
• Rearrange tabs.
• Add custom tabs or sections.
• Add sections other than (table) info, Contacts, Notes, Tasks, Collaboration, and Recent Opportunities.
• Add a web resource.
• Add a subgrid.
• Change the format or layout of headers, tabs, sections, and fields.
• Change certain properties of headers, tabs, sections, and fields.

To customize record details in the side panel:

1. Sign in to Power Apps.

2. Select the environment, and then select Tables > All.

   

3. Search for and select the table.

4. Select the Forms tab, and then select the In Context Form form.

5. Edit the form to choose the fields you want to show in the side panel.

   By default, all the fields in the form are editable. To make a field read-only, select it and turn on the Read-only property.

Related information

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