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New forms and dashboards for Customer Service

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users, automatically - Aug 3, 2020 Oct 1, 2020

Business value

With the work being done to enable multisession capabilities in Customer Service, the new forms and dashboards are also available in existing experiences across Dynamics 365.

Feature details

These forms and dashboards are automatically available in the legacy web client and can be enabled in other apps using the Account, Contact, or Case entity and if all forms are shown by default when the appropriate roles are assigned.

See also

Overview of the productivity pane (docs)