Make quick decisions with enhancement to worklist cards

Important

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	-	-	Apr 22, 2022

Business value

It is important to help sellers make quick decisions and enable them to perform their activities efficiently to maximize the business impact. Sellers need relevant information for different entities to efficiently accomplish the task at hand. By having relevant information on the card, your sellers can now make quicker decisions.

Feature details

Worklist cards will be enhanced and will have more relevant information for each scenario. For example, an opportunity will have title information while a contact will have role information. The relevant information based on the entity provides contextual information to the sellers to work on.