Skip to main content

Notifications

Service | Customer Service, Contact Center, Fie...
Answered

How to change the visualisation of the case

Posted on by 2
 
Hello,
 
Is it possible to change the visualisation of the case ? Please let me know how, if possible
 
Example : Remove the section 'Primary information' to enlarge 'Timeline' Section ? This will make it easier for support agents to read the emails with long texts and images.
 
 
 
Thank you in advance.
 
Regards,
Zain S.
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    How to change the visualisation of the case
    Hi Zain,
    The current page is one main form of case table, you need edit this form to change it's layout.
    Go to Power Apps > Tables, Find Case and open Forms
    Open one main form that you are using:
    My example form:
    The first section (CASE DETAILS) could not be removed, so I dragged the "Timeline" component from the second section into it.
    In addition, the layout under Formatting for the current tab(Summary) must be changed to "1 Column".
    Save and publish after changing all.
    Test Result:
    If you want to make agents view long content in the timeline, you can enable 'Expand all records by default' of timeline control.
    Test Result:

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

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans