Understanding Dynamics CRM Form Header

The Form Header usually consists of the below components

1. Record Title
2. Record Image
3. Form Switcher (if case of multiple forms)
4. Fields

Additionally, one can also configure the Header to display a custom Web Resource OR an I-Frame.

The Form Header can include many fields, however only the 1^st 4 fields would be directly visible on the Header and the rest would be available on the Header Flyout menu which can be accessed by clicking the chevron on the extreme right. All the fields can be set to editable or read-only from within customization.

Screenshot of the Form Header

Screenshot of the Form Header Flyout

The above header concept was referred to as ‘Header Tiles’ and had it had a couple of issues.

1. The Record Title was automatically truncated if it exceeded a certain length
2. The fields were spaced widely resulting in a lot of white space.

The recent 2019 Wave 2 release introduced the concept of the High-Density Form Headers to tackle the above issues.
Note: High Density Forms can be enabled/disabled only thru PowerApps. (https://make.powerapps.com)

Once ‘High Density’ is enabled, here is how the new Header looks like

Screenshot of the Form Header

1. The Record Title is now allowed to span its length and get automatically wrapped to the next line if needed.
2. Only the 1^st 4 fields are directly visible on the Header and are now rendered in read-only mode to converse white space.
3. The Form switcher control is now below the Record Title

Once ‘High Density’ is enabled, you also have an additional option to enable the ‘Header Flyout’ menu.

Once ‘Header Flyout’ menu is enabled, clicking the chevron to the extreme right displays the Header Flyout menu. All fields configured on the Header are available in the Flyout menu and can be made editable or read-only individually from within the customization section. (refer screenshot below)