Customizing Forms

How to Customize Forms in Dynamics 365

The Microsoft Dynamics 365 user interface can be customized to meet an organization’s requirements. Forms can be modified to show only those fields that are necessary for business processes.

There are several types of forms available: Main, Main – Interactive, Mobile, Card, Quick Create, and Quick View. The Main, Main – Interactive, Card, Quick Create, and Quick View forms are available in the web application, Dynamics 365 for Outlook, and Dynamics 365 for tablets.  The Mobile form is used for Dynamics 365 for phones.

Main Form Layout

The anatomy of a Main form includes the following:

  • Body.  The body of the form is where all the editable information is stored. Users have the option of scrolling down the form or using the tabs.
  • Header.  The form header is the part of the form that is visible even as the user scrolls down or moves across tabs. Only four fields are available to be places in the header.
  • Footer.  The footer is similar to the header, but it is shown at the bottom. Fields in the footer are read only.
  • Navigation.  Form navigation includes links to related records, web resources, or external links.

 

Modifying the Main Form

  1. Within Customizations, click on Forms for the entity you want to modify. Open a form with the Main Form Type.
  2. You can select the part of the form you want to modify in the Select section of the ribbon.
  3. To add fields, drag and drop them from the right pane onto the form. You can double-click on a field in the Field Explorer pane, and it will get added to the form either below a selected field, or at the bottom of the selected section if no field is selected.  You can also move existing fields by dragging and dropping them to other locations on the form.
  4. Fields that are not required can be removed by clicking on the Remove button in the Edit section of the ribbon.
  5. You can add other elements to the form like a Sub-Grid to show child records, a Spacer to help line up fields next to each other, a Quick View Form to show read-only fields from parent records, a Web Resource to run JavaScript on the form, or an IFRAME to show web pages or other information from external resources.
  6. If you click on the INSERT tab above the ribbon, you’ll see the option to add sections and tabs and control other elements of the form.
  7. You can create new fields from the Field Explorer pane by clicking on the New Field.
  8. Once you’ve made the changes you need, click Save and Publish. Unpublished changes to the form will not show up in the user interface.  You must publish for them to be visible.

Custom Views


Become a CRM Administrator

For a more formal introduction into becoming a CRM administrator, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.