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?

• A form in Dynamics 365 CRM/CE is a user interface that provides a structured layout to view, create, and edit entity records. It organizes and displays fields, sections, and controls, enabling users to interact with an entity's data efficiently. Forms are essential for ensuring a consistent user experience and are tailored to specific business needs.

Steps to Create or Customize a Form in Dynamics 365 CRM/CE

1) Log in to Dynamics 365 CRM and go to Advanced Settings by clicking on the gear icon.

2)  In the Advanced Settings area,

 3) Go to the left menu. Click on Solution

4) Open The Solution That we are Created (Mintech).

5) Under Entities, select the entity for which you want to create a form (e.g., Account, Contact, or a custom entity).

6) Select the Forms Area:

In the Entity customization screen, click on Forms under the selected entity.

7) Create a New Form:

Click on New to create a new form, or select an existing form to modify.
Choose the type of form (e.g., Main Form, Quick Create Form, or Quick View Form ,Card Form).

8) Design the Form:

Add Fields: Drag and drop fields from the field explorer onto the form.

Add Sections and Tabs: Organize the fields by adding sections and tabs. Sections group fields, while tabs help in organizing the UI.

9) Subgrids: Add related records as subgrids by selecting the related entity and configuring its properties.

10) Configure Field Properties: You can set properties for each field, such as making it required, read-only, or visible.

11) Click Publish to make the form changes live.