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Customer experience | Sales, Customer Insights,...
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Up next widget on custom enttity

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Posted on by 15

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 :) 

I have the same question (0)
  • Leah Ju Profile Picture
    Microsoft Employee on at

    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

  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    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.

  • MarkusG365 Profile Picture
    84 on at
    Did somebody find a solution to include customized entities within the "Up next widget" ? I am also struggling with this. 

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