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How/Where can I configure the productivity panel in case?

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Posted on by CU16100925-0

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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

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Muhammad Affan 4,624 Moderator on at

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Hi Tony,

The below link explain how to Configure components to display customer details and recent records:

https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/add-display-components-to-case-form

Thanks

Affan

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