Minimizing White Space in Dynamics 365 Insights

by | Updated March 7, 2018 | Dynamics CRM

Much of the typical user interface received a facelift when Microsoft released Dynamics 365 (CRM) version 9 in 2017. In this version of the Dynamics 365 CRM product, the use of white space was minimized in order to address one of the more common objections to the UI.

Users have been generally pleased with the lessened use of whitespace, but some have reported an issue around the Insights tab that can be included on a Form. When added to a Form by default, the Insights tab will show a very large trailing space. This can make structuring the layout of the Form cumbersome and frustrating.

Minimizing Dynamics 365 Insights spacing

As shown above, this space pushes all other content down and creates additional white space. A workaround in order to minimize this and bring the section back in line with other content is to set the Visibility options of the containing Web Resource.

In the Form Editor, open the Insights Web Resource Properties, and locate the section labeled “Visibility”, and check the “Visible by default” checkbox. Click the OK button, and Save & Publish the change to the Form.

Minimizing Dynamics 365 Insights spacing

Once the changes are published refresh the Form that contains the Insights tab. You will now see the appropriate level of spacing, helping to realign the content across the Form.

Minimizing Dynamics 365 Insights spacing

With this workaround, Form components will line up more appropriately, and help to maintain a consistent look for the new user interface.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

january

14jan11:00 am12:00 pmConfab with Stoneridge - Livestream - Looking Forward: Predictions for Technology in 2021

20jan10:00 am10:30 amThe Modern Manufacturer - Demand Forecasting Functionality

27jan12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 1 – Fit

28jan11:00 am12:00 pmConfab with Stoneridge - Livestream - Ask the Experts!

february

03feb10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

03feb12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 2 – Platform

10feb12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 3 – Implementation Partner

11feb11:00 am12:00 pmConfab with Stoneridge - Livestream - Live Agents, Power Virtual Agents, Omnichannel – Oh My!

16feb12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 4 – Cost

17feb10:00 am10:30 amThe Modern Manufacturer - Machine Maintenance Work Orders

25feb11:00 am12:00 pmConfab with Stoneridge - Livestream - Surfing Through the Dynamics 365 Wave 1 2021 Release

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X