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Service | Customer Service, Contact Center, Fie...
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How/Where can I configure the productivity panel in case?

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Posted on by 13
Hi all,
 
I am new to D365 and currently testing on D365 customer service.
 
In D365, when I create a new case and pick a customer, the right side panel of the customer details automatically appear. May I know how can I configure it's behaviour (e.g. say disable it)? 
 
 
 
I checked there does no have any field event to trigger on change, seems not tigger by javascript and have no idea how to config it. Furthermore, is it possible to trigger another panel, say agent script for example?
 
 
 
Any guidelines would be appreciate, thanks!
 
 
Best Regards,
Tony
  • Suggested answer
    Muhammad Affan Profile Picture
    4,629 Moderator on at
    Hi Tony,
     
    The below link explain how to Configure components to display customer details and recent records:
     
    Thanks
    Affan
    If my suggested answer has helped, please mark it as verified.

    Subscribe my channel related to Dynamics 365:  https://www.youtube.com/@AffansDynamicsJourney

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