Enhanced productivity with new record side panel form


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

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Jul 15, 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 deal manager 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

This feature offers:

  • A new, record side panel that shows the details of the selected opportunity.
  • Quick edit capabilities.
  • Access to key activities and actions (notes and task).
  • Drill-in to contact or account records within the record side panel.

See also

Customize the side panel (docs)