Adding Forms in Dynamics 365

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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.

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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