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Customer experience | Sales, Customer Insights,...
Suggested Answer

Assistant in Main Panel.

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Posted on by 95

Hi!

In the Accounts tab, there is a section or group called Activities with several tabs.

pastedimage1630316755387v1.png

I would like to know if that wizard can be put in a panel of those that appear on the main CRM page.

pastedimage1630316885490v2.png

Greetings and thanks.

I have the same question (0)
  • Suggested answer
    Kenneth Ariel Chaves Herrera Profile Picture
    Microsoft Employee on at

    Hi Antonio Llanero, I hope you are doing good.

    You first have to create a view associated with the activity's entity, then create a chart. Once you finished that you could pin your chart in the main page.

    Here more information of how create a view:

    Create and edit public or system model-driven app views with Power Apps - Power Apps | Microsoft Docs

    Here more information of how create a chart:

    Track your progress with dashboards and charts in model-driven apps - Power Apps | Microsoft Docs

    Let me know if you are using an on-prem environment so I can share with you the respective documentation.

    If this answers your question, please check it as verified to help others finding useful information.

    Welcome to this amazing community.

  • Antonio Llanero Profile Picture
    95 on at

    Hi Kenneth. Thanks for answering.

    The problem is that I need the Assistant tab and I don't see that it exists as an entity.

    I suppose it will be inside the Activities entity, but if I create a view as Activities, then I don't know how to create a chart in which the Assistant tab appears.

    All the charts I see are with bars and I need the tabs.

    Basically I need exactly the part of Activities that exist in the Account file.

    Greetings and thanks.

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