Preview: Customize the deal manager workspace

Important

This topic is pre-release documentation and is subject to change.

Customize the grid, side panel, and charts displayed in deal manager according to your sales team's requirement.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

What can you customize

Important

A preview is a feature that is not complete, but is made available to you before general availability so you can evaluate the preview and provide feedback to Microsoft. Previews may have restricted functionality and may employ reduced or different privacy, security, or compliance commitments than a commercial version. As such, previews are not intended for production use, which means they are not meant for "live" Customer Data, Personal Data, or other data that is subject to heightened compliance requirements. Use of such data is at your sole risk and it's your sole responsibility to notify your end users about not including personal or sensitive information with their use of previews, as appropriate. We don't provide support for previews and Microsoft Dynamics 365 Technical Support won't be able to help you with issues or questions. This preview, and any one-off support Microsoft may elect to provide, is provided "as-is," "with all faults," "as available," and without warranty.

As an administrator, you can customize the workspace to enhance your sales team's productivity. For example, depending on the information that your sales team wants to view or update quickly, you can customize the grid or side panel. You can customize the following objects in the deal manager:

Customize the charts

The deal manager charts help sellers visualize their pipeline better. As an administrator, you can customize various elements in the bubble chart, such as the data on the x-axis and y-axis, the size and color of the bubble, the sort order for the legend, and tooltips.

Note

This release has a few limitations related to chart customization. For more information, see the deal manager section in the Known issues document.

To customize the bubble chart

  1. Open the deal manager settings page.

  2. In the Manage charts section, edit the Deal tracker chart.

  3. Customize the following elements:

    • Horizontal (x) axis
      Select any field of type DateTime. For example, you can choose to plot the chart based on delivered date instead of closed date.
    • Vertical (y) axis
      Select any numerical field to plot on the vertical axis.
    • Segment by
      Select how you want to distinguish the bubbles by using different color codes. For example, select Pipeline Phase to distinguish the bubbles based on the different phases of the pipeline, such as identify, qualify, or propose.
    • Size
      Select a numerical field to indicate the size of the bubble.
    • Sort legend
      Select how you want to sort the legends displayed on the chart. Legends indicate the color used for each segment. For example, if you select Opportunity grade as the segment, the legends will be sorted based on the chronological order of the grades.
    • Tooltips
      Select the details that you want users to see displayed as tooltips when they hover over each bubble.
  4. Save the changes. Access the deal manager workspace to verify whether the changes took effect.

Customize the editable grid

The editable grid in the deal manager workspace lets sellers quickly view a list of opportunities that they're interested in. You can customize the editable grid to apply any business rules, or to include fields that sellers want to view by default and update.

Customize the editable grid by adding a JavaScript library. These customizations include disabling fields based on a certain logic, removing options from a drop-down field, preventing fields from being automatically saved, and setting error notifications for fields. Before you upload it, the JavaScript library must be created in accordance with the schemas defined in Override save, update, and load events for editable grid.

To create and upload a JavaScript library

  1. Write your custom JavaScript code. In the following example, we create JavaScript to disable all fields except a few for the Opportunity entity.

    Note

    Field-level customizations are also applicable for the same fields in the side panel.

    function OnRowLoad(executionContext) {
    
    // Get the logical name of the loaded entity as part of deal manager editable grid.
    var entityName = executionContext.getFormContext().data.entity.getEntityName();
    
        if (entityName === "opportunity") {
    
            // Defining the attributes list from opportunity that has to be enabled in the editable grid in deal manager workspace.
            var OPTY_ENABLE_ATTRS_LIST = ["name", "msdyn_forecastcategory", "actualvalue", "actualclosedate", "estimatedvalue", "estimatedclosedate"];
    
            executionContext.getFormContext().data.entity.attributes.forEach(
                attribute => {
                    // Disabling all attributes other than OPTY_ENABLE_ATTRS_LIST
                    if (!OPTY_ENABLE_ATTRS_LIST.includes(attribute.getName())) {
                        attribute.controls.get(0).setDisabled(true);
                    }
                }
            )        
        }
    }
    

    Note

    • The function names in the JavaScript file must match the event names and must accept the context object parameter.
    • The deal manager context object that's referred to in the example is different from the execution context of Microsoft Dataverse. More information: Override save, update, and load events for editable grid

    You can also remove the options in a drop-down field by writing a Javascript code. In the following example, we'll remove the second option in the Rating field:

    Screenshot of the Rating field with the second option highlighted

    function OnRowLoad(executionContext) {
        executionContext.getFormContext().data.entity.attributes.forEach(attribute => {
        if(attribute.getName() == 'opportunityratingcode'){
            attribute.controls.get(0).removeOption(2);
        }
    });
    }    
    

    Note

    The removeOption API is only available for the deal manager editable grid and side panel.

  2. Add your JavaScript code in a script web resource:

    1. Sign in to Power Apps.
    2. Select the gear icon, and then select Advanced Settings.
    3. In the Business Management app, select the Settings dropdown list, and then select Customizations.
    4. Select Customize the System.
    5. In the solution explorer under Components, select Web Resources.
    6. Select New.
    7. In the new web resource dialog, enter the Name (for example, mySampleScript.js) and Display Name(for example, My sample script) for your web resource.
    8. From the Type dropdown list, select Script (JScript), and then do one of the following:
      • Select Choose File to upload the file containing your JavaScript code.
      • Select Text Editor, and then paste your JavaScript code in the editor.
    9. Select Save, and then select Publish.
  3. Upload the JavaScript library to the deal manager workspace:

    1. Access the deal manager settings page.
    2. In the Customize the workspace section, select Advanced field controls.
    3. Select Add a JavaScript library. Search for and select the web resource file.

      Note

      This field supports only one JavaScript file at a time. To upload a new file, you must first remove the existing file.

  4. Select Publish to save the changes.

Customize the side panel

The side panel helps sellers edit and view quick details of a selected record. It also displays notes, tasks, and activities associated with the record. As an administrator, you can customize the side panel to meet the needs of your sellers.

The following table lists the supported and unsupported customizations for side panel.

Supported customizations Unsupported customizations
Define (add or remove) fields in the header.
Define (add or remove) fields in the Key Details section.
Change a field label.
Set a field requirement (for example, read-only).
Enable or disable tabs.
Rearrange tabs.
Adding custom tabs or sections.
Adding sections other than Key Details, Contacts, Notes, Tasks, Collaboration, and Recent Opportunities.
Adding a web resource.
Adding a subgrid.
Changing the format or layout for headers, tabs, sections, or fields.
Changing certain properties for headers, tabs, sections, or fields. For example, the available on phone property can't be changed.

To customize the side panel

  1. Sign in to Power Apps.

  2. Select the environment, and then select Dataverse > Tables.

  3. In the upper-right corner, select the dropdown list and then select All.

  4. Search for Opportunity to view all the opportunity-related entities.

  5. Select the Opportunity table, and then select Forms.

  6. Search for the In Context View form, and edit the form to manage the fields that appear in the side panel. Consider the following aspects when customizing the form:

    • By default, all the fields in the form are editable. If you want to set a field as read-only, select the field and enable the Read-only property.

    • If you've added field-level customization for the editable grid using a web resource, they also become applicable for the same fields in the side panel.

    • Required/mandatory fields cannot be deleted from the form; drag them to the Ignore tab to remove them from the side panel.

      Screenshot of the Ignore option in the In context view form in Power Apps.

  7. Save and publish the changes.

  8. Verify whether the changes are reflecting in the deal manager workspace. See Access the deal manager workspace

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.

  • Your administrator hasn't turned on the feature.

  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box apps such as, the Sales Hub or Sales Professional app.

See also