web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Activities popup / Mod...
Customer experience | Sales, Customer Insights,...
Unanswered

Activities popup / Modal dialog in "Sales Hub" can this be done in "custom" app?

(2) ShareShare
ReportReport
Posted on by rskadk1 886

Hi,

I see in the sales hub that when i go to activies in the left pane and click ex. task, appointment etc. It opens as a popup.

However i plan to create my own "Sales hub". With just a few entitys included in the Sales Hub.

I create the app and base it on the Sales Hub Application. However the functionality described above is missing in my own app. (It just opens in the same window / replaces the current window)

Can this be solved?

I have the same question (0)
  • rskadk1 Profile Picture
    rskadk1 886 on at

    Please see below for further explanation. This is the behavior of the "Sales Hub". But my "Copy" of the sales hub doesn't include this logic...

    1) Select Activities

    pastedimage1625130272712v2.png

    2) Select Task and it will open as modal popup. It seems like it doesn't care what form i select. The logic is somehow coded in the app and include all forms on tasks. (But also phone calls, emails etc)

    pastedimage1625130200404v1.png

  • Mirette Shafik Profile Picture
    Mirette Shafik 20 on at

    hello,

    Thank you for reaching out!

    Based on Microsoft documentation : docs.microsoft.com/.../manage-activities

    This feature is introduced as part of Sales solution as below - it's only working for Sales Enterprise/Sales professional App:

    Note

    With the April 2020 release of Dynamics 365 Sales, when you create or edit a new activity, the record opens in a Main form dialog. A Main form dialog is a Main form opening in a dialog (a pop-up window). Main form dialogs allow you to stay in context while working on one record with the ability to open a second or third record in dialog experience. This makes it easier to edit the records.

    But you could raise this insight on Microsoft Ideas Portal to be considered in future releases

  • Chibby Profile Picture
    Chibby 195 on at

    Hi,

    Did you confirm with Microsoft that this is only possible in the "Sales Hub" application?  I have also noticed the same and would like to configure the same in our custom Sales app.

    Thanks.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 69 Most Valuable Professional

#2
ManoVerse Profile Picture

ManoVerse 55 Super User 2026 Season 1

#3
11manish Profile Picture

11manish 37

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans