Thursday, July 17, 2025

What Is A Form In Dynamics 365 CRM/CE?

 In This Post we are going to Explain.

What is a Form in Dynamics 365 CRM/CE?

Forms are a way for a user to interact with data present in our model driven application. By using forms, user can perform CRUD operations. i.e. create write update delete.
Whenever we create new table, 3 forms (main, quick view, card) automatically created.

There are mainly 4 types of forms: Main, Card, Quick View and Quick Create.

Ø  We can always check type of our form created by navigating to forms.


1.   Main form: this is primary form and easiest way to create and edit data present in Dataverse tables in model driven app.
They support multiple tabs and sections.
Only main forms can be assigned security roles.
And we can apply business rule on main form and quick create form only.

2.  Quick view form: This type of form will show selected parent table columns in child table, based on field selected in lookup column. If there is no lookup field, quick view form will not appear. 

      Quick view form is read only form. They cannot be placed in any other forms except main form.
Tabs and sections are not supported.

Security role or business cannot be applied.

1.  Quick create form: it is set of columns in which we want to add data quickly, without navigating away from current screen. This type of form will appear as a popup window.

We can create multiple quick create form but only one can be used based on form order.
We can apply business rule but security role cannot apply.

1.  Card form: card forms are used to present data in compact format (mobile view).they are specially designed for small screens.

Card forms are read-only.
we cannot create security role or business rule for card forms.


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