Forms provides a user interface (UI) that people use to create, view, or edit entity records. Use the form designer in the customization tools to create and edit entity forms.
With Dynamics 365 for Customer Engagement apps, forms provide the user interface that people use to interact with the data they need to do their work. It’s important that the forms people use are designed to allow them to find or enter the information they need efficiently.
In the default solution or an unmanaged solution, you can create new forms or edit existing forms for all entities that allow form customization. In an unmanaged solution, you can edit the managed properties for an unmanaged custom entity that was created for the solution. If you’re viewing a managed solution, you can’t create new forms or edit existing forms for entities. However, if the managed properties for an entity in the managed solution are set to allow customization, you can add or edit forms to that entity.
Type of forms:
Main:
Used in these Dynamics 365 for Customer Engagement apps, the Dynamics 365 for Customer Engagement web application, Dynamics 365 for Outlook, and Dynamics 365 for tablets.
These forms provide the main user interface for interacting with entity data.
Quick Create:
For updated entities, these forms provide a basic form optimized for creating new records.
Quick View:
For updated entities, these forms appear within the main form to display additional data for a record that is referenced by a lookup field in the form.
Card:
Used in views for unified interface apps. Card forms are designed to present information in a compact format that is suitable for mobile devices.
How to update forms?
All entities, even it is a standard or a custom comes with a default main form.
Step 1:
For UCI:
Advance setting > Settings > Customization > Customize the system > Expand entities > Expand Account > Forms
For Classic:
Settings > Customization > Customize the system > Expand entities > Expand Account > Forms
Step 2:
Click on the account main form
On the right side of the screen, all the custom and standard fields are available.
Drag and drop the required field in the required area. As shown in the screen shot.
Step 3:
Save and publish the form.
Basis functionality for form can be achieved with these three steps. If you wish to know more about forms, then continue with step 4.
Step 4:
Field options:
Double click on the field or select the field and click on change properties.
Field Behavior : Enabling this feature will make the field “read only” on the form.
Locking : Enabling this feature will lock the screen on the form. Thus, field cant be removed from screen.
Visibility : With this feature, field will be on from, however, will not be visible on the form. This feature helps in server and client side coding.
Step 5:
Sub-grid functionality are used if you want to see the related records on the same page/form.
Click on the insert tab > select on the grid tab after which you want to add new tab > click on the one column
New tab will be created under the selected tab. Change the name and label of the tab by double clicking on the tab. Click OK.
Select the cases tab and click on the sub-grid.
Add name and add data source:
Records : Only related records
Entity : Select the entity you want to show. In our scenario, it is cases
Default view : For now we will select all cases
Step 6:
Click save and publish.
Refresh CRM tab. Go to account record and scroll to cases tab.
Step 7:
Create field with data type : Two options. Place it in the form. Save and publish.
A radio button looks like in the given screen shot below:
Click and toggle between Yes and No option.
To change radio button to check box button. Follow the steps:
Double click on the field or select the field and click on change properties.
Click on Formatting tab. Then click on the drop down under control formatting. Select check box.
Click save and publish. Refresh CRM page.
With this, we have covered most of the components and features provided by Microsoft in forms. You can also explore more about forms and if you find any difficulty or issue then write your query in the comment section. Have a great day 🙂
MSCRM With Ramandeep 