Add the Up next widget to a custom form

  • Article

Display the Up next widget on your customized forms through sales accelerator configuration in Dynamics 365 Sales.

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 is the Up next widget?

The Up next widget helps sellers to view and perform actions on activities on a record by not losing context or need to switch among multiple applications. The activities include phone call, email, or Teams meeting. The widget displays the current activity, upcoming activity, and completed activities. The activities are added to a record manually or by using a sequence:

  • In a sequence, a sales manager creates activities and applies them to the record according to business requirements. The activities in the sequence are displayed in the Up next widget.
  • For manual activities, you or a sales manager can create an activity on the timeline. The activity is displayed in the Up next widget as a current, upcoming, or completed activity, depending on its due date. This activity is available to you and other sellers who have access to the record.

Add the Up next widget

By default, the Up next widget is available only in the out-of-the-box Sales Insights, lead, and opportunity forms. If you're using customized forms, you can display the Up next widget on your custom forms by following these steps.

Note

  • You can add the Up next widget only to managed forms.
  • Adding the Up next widget is supported only in Unified Interface apps.

  1. Sign in to the Sales Hub app.

  2. Go to Change area in the lower-left corner of the page, and select Sales Insights settings.

  3. Under Sales accelerator, select Set up.

  4. In the Choose content and layout section, select the custom form for which you want to add the Up next widget.

    Note

    Here we're using the custom lead form as an example to add the Up next widget for leads. For other record types, you can perform the steps described in the procedure with the custom form selector.

  5. Select the open in new tab icon (open in new tab icon) and the form designer tab opens.

  6. In the form designer, select Component, and then from Layout, add a column to the form as a placeholder to add the widget.

    Screenshot of adding new column as place holder.

  7. From the site map, select Display > Sequence (Up next).

    Note

    Ensure that the added placeholder column is selected. If it isn't, the widget will be added at a random place in the form.

  8. In the Edit sequence (Up next) pop-up window, select Done.
    The Up next widget is added to the form, as shown in the following image.

    Screenshot of up next widget added to the form.

    Note

    To hide the New section label, go to the Properties tab of the New Section settings pane, and then select Hide label.

  9. Save and publish the form.

Can't find the options in your app?

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.

Enable and configure sales accelerator
Connect with customers through a record or the Up next widget
Understand the Up next widget