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How to edit the right side panel on Dynamics Customer Hub

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Posted on 27 Dec 2023 16:51:02 by Community member

Change the right panel where we have Teams chats, Copilot Preview, and Customer Details.

how can we change the name from Customer Details?

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Leah Ju Microsoft Employee on 04 Jan 2024 at 01:15:08

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How to edit the right side panel on Dynamics Customer Hub

Hi Partner,
Did that answer your question?
Any updates? Please feel free to ask me any questions you may have!
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Leah Ju Microsoft Employee on 28 Dec 2023 at 03:25:32

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How to edit the right side panel on Dynamics Customer Hub

Hi Partner,

We can see customer details in the app side pane, which is made possible by javascript provided by Microsoft:

https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/add-display-components-to-case-form#view-the-customer-details-in-an-app-side-pane-on-a-custom-form

https://d365goddess.com/spice-up-your-case-forms-with-new-controls/

Your question: how can we change the name from Customer Details?

What name are you trying to change? Customer name?

It shows the customer source as the 'customer' field value on the form.

--You can change it's first name and last name.

If you want to customize the side pane, you can create your own customizable panes:

https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/create-app-side-panes

https://carldesouza.com/app-side-panes-in-model-driven-apps/

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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