Get improved user experience with new and enhanced opportunity form
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 | - | 
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.
See also
Create or edit opportunities (docs)