Preview Contact and Owner information by just hovering on the lookup – Dynamics 365

Hi Everyone,

Today I was testing something on the trail instance and I just hovered on the Contact lookup and saw pop out window like below. I haven’t observed this so far.

Somehow I am impressed with it as this is giving information to the users by just hovering.

When you click on Show More button, the details are opened as a popup. I couldn’t find the form that is being using here to add any of custom fields. If anyone finds, please let me know.

Users can click on Email and Phone links which will open Outlook and or Skype (if it configured else we can pick an app option)

Similarly we can view owner details by hovering on Owner lookup.

When you click on Update your profile, it opens Delve.

Show more opens the information as a popup like below.

These improvements might not be great functional changes but certainly gives good experience to users and make their lives easier for day to day activities.

If you would like to disable these, there is a setting available in System Settings as below and we can disable it.

“Enable users to view contact cards for quick access to contact information”

Hope this helps.


Happy 365’ing
Gopinath

One thought on “Preview Contact and Owner information by just hovering on the lookup – Dynamics 365

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s