Home › Dynamics 365 Customer Engagement (CRM) › Adding Forms in Dynamics 365
Dynamics 365 Customer Engagement (CRM) · May 24, 2017 · 1 MIN READ

Adding Forms in Dynamics 365

Entities in Dynamics 365 contain forms, which display information to the user and can allow input. To view forms of an entity, in customizations, select the entity and Forms:

To create a new form, select New. We will create a new Main Form:

This will open the window:

Note in the form properties we can set the form name:

Make changes to the form, save and publish the form.

Now go to Accounts and select the drop down list. You will see a new form:

Selecting it will display the new form:

If your entity contains multiple main forms, the first main form will be the one and only one displayed in the mobile client.

Carl de Souza
Keep learning. Keep building.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.

Subscribe on YouTube →
Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

Leave a Reply

Your email address will not be published.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

Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.