Administrator experience to configure CRM information

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Important

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

Enabled for Public preview General availability
Users by admins, makers, or analysts - Feb 6, 2023

Business value

Enable CRM administrators to configure forms, fields, and visual treatment of existing CRM entities in Viva Sales experiences, so sellers have the right CRM information and actions to make them more productive directly from Office.

Feature details

CRM customization allows CRM administrators to configure CRM forms, fields, and behavior in Viva Sales experiences such as Outlook side pane and rich adaptive cards.

With these new settings, administrators will be able to:

  • Customize the form and lists views for contacts, accounts, and opportunities and choose to add or remove any out-of-the-box or custom field.
  • Control the order of the fields on the form.
  • Control which CRM entity is editable directly from Viva Sales.
  • Control the creation behavior of new contacts and choose either an inline creation in Viva Sales or to redirect to the CRM to create new contacts.

In addition, with CRM customization Viva Sales will respect mandatory fields and CRM labels for fields and forms.

See also

Customize forms and fields (docs)