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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to edit the right ...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

How to edit the right side panel on Dynamics Customer Hub

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Posted on 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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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    We can see customer details in the app side pane, which is made possible by javascript provided by Microsoft:
    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:
    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
     
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Did that answer your question?
    Any updates? Please feel free to ask me any questions you may have!
    If someone answered your question, can you check this box to mark that response as an answer?

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