Add the opportunity scoring widget to a form
By default, the predictive opportunity scoring widget is available only in the out-of-the-box Sales Insights form. If you're using a customized form for opportunities, you can add the predictive opportunity scoring widget to it.
Important
- You can add an opportunity scoring widget to a form only in Unified Interface apps.
- You can't use the legacy form designer to add an opportunity scoring widget to a form.
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 |
Sign in to the Power Apps portal and select an environment.
Select Data > Tables.
Open the Opportunity table, select the Forms tab, and then select a main form to add the widget to.
Note
If the table to which you want to add the widget isn't listed, in the upper-right corner of the page, change the filter to All.
In the form designer, select Component > Layout > 1-Column section to add a placeholder for the widget.
With the placeholder column selected, select Display > Predictive score.
Note
Make sure the placeholder column is selected. If it isn't, the widget will be added at a random place in the form.
In the Edit predictive score window, select Done.
The predictive score widget is added to the form, as shown in the following image:
To hide the New section label, select the Properties tab of the New Section settings pane, and then select Hide label.
Save and publish the form.
There are three possibilities:
- You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
- 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 Sales Hub and Sales Professional apps.