Enhanced pipeline management with distraction-free and customizable side panel
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, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users, automatically | - | - | 
Jul 14, 2023 |
Business value
The reduced distractions and improved accessibility to essential information enable sellers to spend more time engaging with customers, nurturing relationships, and closing deals. The enhanced productivity translates into a higher probability of deal success, ultimately contributing to increased revenue, and business growth.
By providing sellers with a distraction-free view of the opportunity details through a hidden business process flow (BPF) and header, this feature allows sellers to focus solely on the relevant information. Sellers can efficiently navigate and interact with the side panel, accessing the most crucial fields and data without any unnecessary clutter. This streamlined interface reduces cognitive load and enables sellers to work more efficiently, saving time and effort.
In addition to that, the ability to customize the side panel with a click enables sellers to tailor the interface to their specific needs. This new capability allows sellers to focus solely on the details of the opportunity without any distractions.
By hiding the BPF and header, sellers can now use the side panel more efficiently, focus on the most relevant fields and data, and have a clearer view of their deal pipeline and details.
In addition, the ability to customize the side panel by a simple drag enables sellers to tailor the interface to their specific needs. This can help improve productivity and streamline the deal management process, ultimately leading to more successful deals and increased revenue for the business.
Feature details
With these enhancements, you can:
- Make the most of the space on your side panels and have more room to work with.
- Hide or display BPF and header on the side panel at any time with ease.
- Customize your side panel with a click to increase its width.
- Filter the opportunities in the underlying chart and grid by selecting the KPIs.
- Navigate to the main form with a single click by hovering on the grid row and an overflow menu for in-context actions.
See also
Personalize the side panel (docs)