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

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Assistant in Main Panel.

(0) ShareShare
ReportReport
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.

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

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Hamza H Profile Picture

Hamza H 142 Super User 2026 Season 1

#2
Nagaraju_Matta Profile Picture

Nagaraju_Matta 128

#3
ManoVerse Profile Picture

ManoVerse 127 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans