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How to create a new Blank form on opportunity level??

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Posted on by Himanshu Kamboj

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Hi All,

I want to create new form on opportunity level, my expectation is to get new blank form but it is taking the data( or copying ) the existing form, where we have a lot of mandatory fields and locked fields as well, for that I need to remove all the components from the from then it will become a blank form. But I am not able to achieve it because there is a lot of mandatory and locked fields on the form.

So I want to create a fresh blank form on opportunity level, how I can achieve it ??

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Dynamics 365 Sales

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Daivat Vartak (v-9d... 7,827 Super User 2025 Season 2 on at

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How to create a new Blank form on opportunity level??

Hello Himanshu Kamboj,

You're encountering a common issue when creating new forms in Dynamics 365: they tend to inherit elements and data from existing forms, especially when dealing with entities that have many mandatory or locked fields. This can be frustrating when you need a truly blank form. Here's a breakdown of how to create a genuinely fresh, blank form on the Opportunity level, along with explanations and best practices:

Understanding the Default Behavior:

Form Copying: When you create a new form, Dynamics 365 often copies the structure and some data from an existing form (usually the main form). This is intended to save time, but it can be problematic when you need a clean slate.

Mandatory and Locked Fields: Mandatory fields are required by the system, and locked fields are read-only. These constraints can make it difficult to remove all the default elements from a copied form.

Steps to Create a Truly Blank Opportunity Form:

Create a New "Main" Form (Recommended):

Go to Settings > Customizations > Customize the System.

Expand Entities > Opportunity > Forms.

Click New > Main Form.

This is the most reliable way to start with a relatively clean form.

Remove Default Sections and Fields:

The newly created form will still have some default sections and fields.

Carefully select and remove all the sections and fields that you don't need.

Important:

You might not be able to remove mandatory fields, but you can hide them if they are not needed on this form.

You also will not be able to remove locked fields.

Address Mandatory Fields:

Hide Mandatory Fields: If a mandatory field is not needed on your new form, you can hide it using the field's properties.

Set Default Values (If Possible): For some mandatory fields, you might be able to set a default value.

Conditional Mandatory Fields: You can use business rules or JavaScript to make fields mandatory only under specific conditions.

Create a New Section:

Create a new one column section on the form. This will be the start of your clean form.

Add the Fields You Need:

Drag and drop the fields that you want to include on your new form onto the new section.

Save and Publish:

Save the form.

Publish your customizations.

Why This Approach Works:

Starting with a Main Form: Creating a new "Main" form provides a cleaner starting point than other form types.

Hiding Mandatory Fields: Hiding mandatory fields allows you to create a form without displaying them to users.

New Section: By creating a new section, you are creating a clean area on the form.

Important Considerations:

System Requirements: Be aware that some system-required fields cannot be hidden or removed.

Business Logic: If you have business rules or JavaScript that rely on certain fields, ensure that your new form doesn't break that logic.

Security Roles: Ensure that the appropriate security roles have access to the new form.

Testing: Thoroughly test the new form to ensure that it works as expected.

By following these steps, you should be able to create a genuinely blank opportunity form that meets your requirements.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,
Daivat Vartak

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Satyam Prakash 660 on at

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How to create a new Blank form on opportunity level??

To create a new Opportunity form that’s as blank as possible while respecting system constraints, follow these steps:

1. Create a New Form

Navigate to Form Editor:

Go to Settings > Solutions in the classic interface (or use the Power Apps maker portal: make.powerapps.com > Solutions).

Open your solution (or create an unmanaged solution and add the Opportunity entity).

Select the Opportunity entity, then click Forms.

Add a New Form:

Click New > Main Form (since you want it at the Opportunity level).

Dynamics will create a new form by copying the default Opportunity form.

2. Minimize the Form Content

Since the new form starts as a copy, you’ll need to strip it down:

Open the Form Editor:

Double-click the new form to open it in the classic form editor.

Remove Non-Essential Components:

Delete all tabs except one (e.g., keep the "General" tab).

Inside the remaining tab, remove all sections except one.

In that section, remove all fields except the bare minimum (more on this below).

Handle Mandatory Fields:

Identify required fields (e.g., Name, Potential Customer, Currency) by checking the entity’s field definitions (in Fields under the Opportunity entity).

You cannot remove these from the form entirely—they must stay somewhere to avoid save errors. Instead:

Keep them in a single, small section (e.g., call it "Required Fields").

Optionally hide the section with JavaScript (see step 4) if you want a "blank" appearance for certain users.

3. Deal with Locked Fields

Unlock Fields:

Select each locked field in the form editor, go to Properties, and uncheck the Lock option.

If a field is locked due to a managed solution, you’ll need to work in an unmanaged layer (e.g., a custom solution) or overlay the form without altering the base managed form.

Remove Unnecessary Locked Fields:

Once unlocked, delete any non-mandatory fields you don’t need. Mandatory fields must stay, as noted above.

4. Achieve a "Blank" Look (Workaround for Mandatory Fields)

Since you can’t remove mandatory fields, you can make the form appear blank for specific users or scenarios:

Hide Elements with JavaScript:

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How to create a new Blank form on opportunity level??

1. Create a New Form

2. Minimize the Form Content

3. Deal with Locked Fields

4. Achieve a "Blank" Look (Workaround for Mandatory Fields)

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How to create a new Blank form on opportunity level??

1. Create a New Form

2. Minimize the Form Content

3. Deal with Locked Fields

4. Achieve a "Blank" Look (Workaround for Mandatory Fields)

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Andrés Arias – Community Spotlight

Congratulations to the August Top 10 Community Leaders!

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Leaderboard > Customer experience | Sales, Customer Insights, CRM

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