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Up next widget on custom enttity

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Posted on by Chaima

Hi community friends,

I recently created a new Entity in Dynamics Sales and I added the widget 'Up next' to the form. Unfortunetly this is not showing after publishing. I am sure that I am missing follow up steps to see the widget the same way as it shows OOB in the opportunity entity, but I am stuck to know how. Can someone please advise. I am working as a administrator, so it is not a business role issue.

Thanks in advance :)

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MarkusG365 47 on at

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Up next widget on custom enttity

Did somebody find a solution to include customized entities within the "Up next widget" ? I am also struggling with this.
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Adrian Begovich 20,999 Super User 2024 Season 2 on at

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RE: Up next widget on custom enttity

Hi Chaima,

Open the form editor and check the properties of the up next widget to make sure you have not enabled Hide and Hide on phone.
Leah Ju Microsoft Employee on at

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RE: Up next widget on custom enttity

Hi Chaima,

Have you followed every step of the documentation?

https://learn.microsoft.com/en-us/dynamics365/sales/add-upnext-widget-form

If so, I suggest you create a support ticket for professional assistance following the below procedure.

Get Help + Support - Dynamics | Microsoft Docs