Ability to customize and configure deal manager


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 manage their pipeline, sellers are expected to view a dashboard, navigate to the list of opportunities, drill down into a specific deal, and then acquire the context needed to move the deal forward. These are a lot of steps that take the seller out of their workflow. Organizations will be able to customize the deal manager workspace to fit their unique business requirements.

With the deal manager workspace, we are releasing a new experience that is intuitive, modern, and personal, allowing sellers to quickly view the right deals, get the right context, and take action no more than one click away. The workspace experience will change the way sellers interact with their opportunities, making them more productive, and ultimately more successful at closing deals.

Feature details

  • New, out-of-the-box record side panel forms for opportunity, contact, and account tables.
  • Ability to customize the out-of-the-box record side panel forms with custom columns using the Power Apps Form Designer.

See also

Customize the deal manager workspace (preview) (docs)