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

Multimedia Control in Dynamics 365 Customer Engagement

Hi Everyone,

We all know visual presentation of anything is attracted first and if it is a video, that gives advantage. If we have a Video that is embedded on the Product record in the system that gives clear path for the sales person to explain the things.

And yes, we can easily do that using Multimedia OOB Control. You just need to create a field of Single line of text and format as URL type and put the Video URL in the field.

Add the field on the form and –> Change Properties –> Add Control –> Select Multimedia Control and Add it.

Below are the media types that are supported as of now.

Streaming MP4 files
YouTube videos
Azure media
Audio streams

Hope this helps.


Happy 365’ing
Gopinath