Adding Next Best Action PCF section in CRM

Follow the steps below to add the Next Best Action PCF component to your CRM form:

Using Power Apps

1. Open make.powerapps.com and navigate to Tables. Search for the desired entity (for example, Lead) and select the standard table.

2. Click on Forms to view all available forms associated with the selected table.

1. From the list of forms, identify the form with:

• Form Type: Main

• Status: On

Click to open it in the form editor. This is the primary form where the PCF component will be added.

1. Add a new section in the desired area of the form where you want to display Next Best Actions.

1. Insert a Subgrid within the section and configure it to display:

View: Next Best Action (Cards) or Next Best Action Timeline

(Example: All Next Best Actions View)

1. Save and publish the form.

Classic Setup

In the form editor, scroll to the bottom and select Add Component. If the component is not visible, use the search option to find it.

Select the Next Best Action PCF component and click Done.

Save and publish the form.