Get improved user experience with new and enhanced opportunity form


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Enabled for Public preview Early access General availability
Users, automatically - Feb 6, 2023 Apr 24, 2023

Business value

Sellers spend a lot of time in Dynamics 365 Sales to view and update information for different entities such as lead, opportunity, contact, and account. Sellers must maintain strong relationships with their clients; to do so, they need the correct information at the right time and place. A user-friendly environment improves seller productivity and makes it fun to work with the system. This update provides a new and improved version of input forms by decluttering information and an enhanced visual layout.

Feature details

This update provides the following:

  • Changed the proportion of the out-of-box opportunity form columns to provide a wider central column for clear, actionable insights.
  • Rearranged the command bar to provide the most frequently used buttons up-front.
  • The account to which an opportunity is linked is mapped in the header.
  • Added widget headers "Key details" and "More info" for clarity of information.
  • To provide consistency throughout the opportunity form, change all of the header and field values to sentence case.

Improved Opportunity Form

See also

Create or edit opportunities (docs)