Trigger key actions and activities directly from the grid and the record side panel


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

Today, to create a new note, email, or task, users have to navigate to the opportunity form.

In the deal manager workspace, sellers will be able to quickly trigger key actions or manage activities directly through the grid or the record side panel. This quick access will allow sellers to efficiently move through their work without having to navigate away from their work surface.

Feature details

This feature offers:

  • A new optimized experience for managing notes in the record side panel.
  • A new optimized experience for managing and completing tasks in the record side panel.
  • Quick access to notes, tasks, and appointments either from the grid or from the record side panel.

See also

Using the deal manager workspace (preview) (docs)