Adding Static Text to Forms in Dynamics 365

What's happening?

Customer is unable to find an option to add static text to forms within Dynamics 365. Specifically, they want to include static guidelines or prompt questions on forms to assist sales personnel during customer interactions.

Reason:

Dynamics 365 does not provide an out-of-the-box (OOB) functionality to directly add static text to forms.

Resolution:

Dynamics 365 does not support adding static text to forms as an out-of-the-box (OOB) functionality.  However, there are several options to achieve the desired outcome:

• Use a business process flow to define the guidelines or questions to be asked: Business process flows overview - Power Automate | Microsoft Learn
• Host the static text in an external webpage and display using an iFrame on the form: Add an iframe to a model-driven app main form in Power Apps - Power Apps | Microsoft Learn
• Create a custom column, add it to the required form, then use a business rule to populate the column with the desired text:
  • Manage custom columns in a table - Power Apps | Microsoft Learn
  • Add, configure, move, or delete columns on a form - Power Apps | Microsoft Learn
  • Create model-driven app business rules and recommendations - Power Apps | Microsoft Learn