Microsoft Dynamics 365 - Create and design forms

 

In Microsoft Dynamics 365, forms provide the user interface that people will use to interact with the data they need to do their work. It is important that the forms people use are designed to allow them to find or enter the information they need efficiently.

When you create a new form for an entity, its form type is Main. When the new form opens, it is identical to the form named Information. You can add or edit fields, sections, tabs, navigation, and properties associated with the form, and then save the form.

Types of forms:

The following table describes the types of forms in Microsoft Dynamics 365:

Form Type	Description
Main	Used in the web application, Dynamics 365 for Outlook and Dynamics 365 for tablets. These forms provide the main user interface for interacting with entity data.
Mobile	Used for the Microsoft Dynamics 365 for phones pages. This simplified form is designed to be used for mobile devices.
Quick Create	Used in the web application, Dynamics 365 for Outlook and Dynamics 365 for tablets.
Quick View	Used in the web application, Dynamics 365 for Outlook and Dynamics 365 for tablets.

 

Create or edit the main form for an entity

1.      Navigate to Microsoft Dynamics 365 > Settings > Solutions click on your work solution and from solution explorer Under Components, expand Entities, and then expand the entity you want.

2.      Click on Forms.

3.      To create a new form, on the command bar, click New.

- OR -

To edit an existing form, double-click or tap any form with a form type of Main. Or alternatively open any record or create record and choose Form Editor.

Note: This screen is for custom entity Country. Refer here to create custom entity.

 

4.      Change the form design in any of the following ways, as needed:

·        Add a tab to a form

·        Add a section to a form

·        Add a field to a form: double click or drag and drop at required place on the form from Field Explorer.

·        Add or edit a form IFRAME

·        Add or edit a sub-grid on a form

·        Add or edit a form web resource

·        Add or edit form navigation for related entities

·        Edit form headers and footers

·        Remove a tab section field or IFRAME

·        Enable or disable the Form Assistant

5.      Edit the properties for parts of the form, as needed:

·        Edit form properties

·        Edit form field properties

·        Edit tab properties

·        Edit section properties

6.      Add event scripts, as needed.

7.      Preview how the main form appears and how events function:

a)      On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.

b)     To close the Preview form, on the File menu, click Close.

8.      When you finish editing the form, click Save As/ Save and Close, enter a name for the form, and then click OK.

9.      Publish when your customization are complete.