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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Unable to use custom f...

Customer experience | Sales, Customer Insights,...

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Unable to use custom forms - Sales pro

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Posted on by TM-07052204-0

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I have customized a couple of Contact forms.

Checked Permission/security - Set to Anyone

Put them a top list list, but the default Sales Professional form is what opens.

I cannot see a drop down or other method to select different forms /views

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Anne Stanton, MCSE,... 65 on at

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You need to make sure that your new forms have been added to your Model Driven App. It sounds like you might have a custom app. You also need to make sure your new forms have the correct security roles assigned.

Cheers Anne

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