Customizable worklist cards for right contextual information to the seller
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, automatically | - | 
Aug 1, 2022 |
Oct 3, 2022 |
Business value
Sellers need relevant information for different entities to efficiently accomplish the task at hand. For different customers, the information that needs to be shown can vary. Customizable worklist cards provide the capability to sales engagement managers to provide the most relevant and important information in the worklist cards.
Feature details
Customizable worklist cards for different entity types will be available for sellers. Sellers will get contextual information on the work items. Businesses can configure these cards to suit their requirements.
See also
Customize work item cards to boost seller productivity (blog)