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Add Relationship intelligence widgets to custom forms

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By default, the health score widget and who knows whom widget are available only in the out-of-the-box Sales Insights form. If you're using customized forms, you can display these widgets on your custom forms by manually adding them to your form.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Add widgets to a custom form

To add the health score widget or who knows whom widget to your custom form, follow these steps:

Important

  • Widgets are only supported in Unified Interface apps.
  • You can't use the legacy form designer to add the widgets to a form.

  1. Sign in to the Power Apps portal.

    Power Apps home page

  2. Search for and select your organization's environment.

    Select your organization

  3. Select Data > Tables.

    The Tables page opens with the list of tables.

    Tables page with list of tables

  4. Open the table, select the Forms tab, and then select a main form to add the widget to. In this example, the table Lead is selected and the main form Lead is selected.

    Note

    If you're unable to view the table to which you want to add the widget, in the upper-right corner of the page, change the filters settings to All.

    Select the Lead main form on the Forms tab

  5. In the form designer, select Component, and then from Layout, add a column to the form as a placeholder to add the widget.

    Add a column to the form

  6. Depending on the widget you want to add, do one of the following actions:

    • To add the health score widget, select Display > Relationship Health.
    • To add the who knows whom widget, select Display > Who Knows Whom.

      Note

      Ensure that the added placeholder column is selected. If it isn't, the widget will be added at a random place in the form.
      In this example, let's select the Who Knows Whom widget.

    Select the who knows whom widget

  7. In the pop-up window, select the components on which you want to display the widget, and select Done.

    Select Done to add the who knows whom widget

    The widget is added to the form, as shown in the following image.

    Who knows whom widget added to the form

    Note

    To hide the New section label, go to the Properties tab of the New Section settings pane, and then select Hide label.

  8. Save and publish the form.

    Note

    If you'd like roles other than Salesperson and Sales Manager to access the who knows whom widget, grant access to those roles.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.