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Add the assistant widget to custom forms

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By default, the assistant widget is available only in the out-of-the-box forms—contact, opportunity, lead, account, and case. If you're using customized forms, you can display the assistant widget on custom forms.

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 widget

Note

  • Adding the assistant widget is only supported in Unified Interface apps.
  • The assistant widget can't be added by using the new experience in Power Apps.

  1. In Dynamics 365 Sales Hub app and go to Advanced settings.

    Advanced Settings option on the Settings menu.

    The Business Management page opens.

  2. On the navigation bar, select Settings, and then select Customizations.

    Customization option on the site map.

  3. On the Customization page, select Customize the System.

  4. Under Components, expand Entities, and then the entity you want, and select Forms.

  5. In the list of forms, select the form to which you want to add the assistant widget.

  6. Go to the Insert tab and add a section with column to the form.

    Add a section with column to the form.

  7. Select the added section and then on the tool bar, select Assistant.

    Select assistant to add to the section.

    The assistant widget is added to the section.

    The assistant widget is added to the section.

    Note

    • When you add the widget to the form, the assistant icon in the tool bar becomes inactive and you can't add it to the same form.
    • When you open the form and see that the assistant icon is inactive, specifies that the assistant widget is already added to the form.

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

See also

Configure the assistant
Guide customer communications with assistant