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Customize session forms

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As a system customizer, you might want to customize the session forms to suit your business requirements for the agents who use Omnichannel for Customer Service and other model-driven apps.

Modify the position of sections in the session form

  1. Sign in to the Dynamics 365 instance.

  2. Go to Settings > Customization > Customize the system.

  3. Expand Components > Entities > Session and then select Forms.

  4. Select Omnichannel session form from the list.

  5. Drag and drop the field in the order you want to modify.

  6. Select Save and select Publish.

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