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Microsoft Dynamics 365 | Integration, Dataverse...
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How to enable assistant on account in Unified Interface

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Posted on by 20

Is there any aditional setting for assistant in unifiad interface?
In the Unified Interface, users no longer have access to Assistant on account entity. In old interface (web client) the assistant is working fine.

  • LiveCode Profile Picture
    LiveCode 20 on at
    RE: How to enable assistant on account in Unified Interface

    Thank you Henry.

  • Verified answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: How to enable assistant on account in Unified Interface

    Hi,

    You need to switch to the classic form editor, and insert the "Assistant" control to your form:

    pastedimage1590686088306v1.png

    I'm assuming that in the past, these cards were displayed in the legacy timeline control.

    Let me know how that works for you.

    Henry

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