web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

How to change form order on Deal Manager/Sales Pipeline page?

(0) ShareShare
ReportReport
Posted on by 329

Hello!

I am configuring Sales Hub for my organization, and I'm using the preview feature of the Deal Manager/Sales pipeline opportunity view. When you click on an opportunity, the form flies in from the right and you can manage the opportunity right from the view. Very cool! However, it's using a form that I haven't enabled in the model driven app, that's for another division. I look and see it includes ALL of my forms in the drop down. So I changed the order to put my desired form first in order, and after publishing.... no change. Below is the order it shows on the Deal Manager view, and the order I have them in the Opportunity Table. Any ideas how I can get this changed? 

wrong-form-order.png

form-order.png

I have the same question (0)
  • Verified answer
    Eiken Profile Picture
    on at

    Hi,

    Pipeline opportunity view is a preview feature. Some features are not yet perfect.

    I recommend you to create a new idea through the below URL, then ask your colleagues to raise up the votes.  

    Ideas (dynamics.com) 

    Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received. 

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 70

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans