Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

Add Information/Coaching Pop Ups

(0) ShareShare
ReportReport
Posted on by 30

Good day,

I've looked high and low to find how I can add this type of information bubble to forms within Sales Hub. Perhaps I am searching for the wrong terminology(?).

pastedimage1678722892452v1.png

Thanks! 

  • Gears Profile Picture
    30 on at
    RE: Add Information/Coaching Pop Ups

    Thanks, agree, can't find it as an out-of-the-box function anywhere, even in documentation.

    We have it appearing on our Opportunities form. However, there is no sign of it on the Power Apps table definition, or even the legacy version.

    Somewhat head scratching that stuff can magically appear without the control of the tenant/system administrator.

  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at
    RE: Add Information/Coaching Pop Ups

    Hi Gears,

    The first thing I can say for sure is that this is not an out-of-the-box feature.

    It has only been found on LEAD forms so far, and I think it is a feature that is not available to the public.

    The alternative I can think of is to create a custom button that brings up a notification box when it is clicked.

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Add Information/Coaching Pop Ups

    Hello,

    As far as I know, there is no such OOB functionality but you can develop it using PCF or Html/JS webresources.

    Alternatively, you can use one of the solutions available on the market - www.visualsp.com/.../

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

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Holly Huffman Profile Picture

Holly Huffman 103

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 96 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 51 Most Valuable Professional

Product updates

Dynamics 365 release plans