Dynamics 365 Project Operations: Optimize Project Operations - Customize the task details pane

In the task grid, when you select the i icon next to a task name, the Task details pane opens so you can enter more information. This pane is part of Microsoft Project for the web and is embedded in an iframe that makes it non-customizable.

With this feature, you get a customizable task form. The form shows essential task attributes and lets you bring customization to the task pane. You can manage and track project tasks more easily in one place. This feature is managed through a feature flag in Project Parameters. When enabled, clicking the i icon opens a customizable task pane that lets you manage tasks and trigger business flows directly from the task grid. You can still access the standard Project task pane via the overflow menu, giving you complete flexibility to choose between the custom Dataverse task pane and the Office task pane based on your requirements.

Business Value

You can customize tasks right in the details pane without leaving the grid. No more switching tabs or opening extra forms, just a smooth, in-context experience that keeps work moving. This flexibility lets you shape task views to fit your processes by adding, removing, or formatting fields. You also save…