web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics 365 | Integration, Dataverse... Saving forms in D365

Microsoft Dynamics 365 | Integration, Dataverse...

Unanswered

Saving forms in D365

(0) Share

Report

Report

Posted on by MH-12092052-0

309

Hello everyone,

I have so many templates/forms which I would like to save in D365.

Such forms are: refund/issue a credit request; can I do that in D365, as I don't want them to be save in the shared drive for my team, I want it all to be in one place in D365

Categories:

Dynamics 365 general

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Adis 6,549 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hello,

I am confused, what templates and forms do you mean? Could you provide screenshots?

And what product are you using? Business Central, F&O, CRM...

Kind regards, Adis

If this helped, please mark it as "Verified" for others facing the same issue

Keep in mind that it is possible to mark more than one answer as verified

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1

Pallavi Phade 102 Super User 2026 Season 1

#2

#3

Abhilash Warrier 55 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Welcome to the Microsoft Dynamics 365 forum!

Identifying an Org as CDS or Dynamics

Get batch job history log from D365 FO to Power Automate

Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans