Multi Form selection option not showing

(0) Share

Report

Posted on by BB-30101906-0

Hi all,

I have a new deployment of Microsoft Dynamics 365 "Sales Professional". I have multiple forms created (with proper security role assignments) for the "Accounts" entity. However, when viewing "Accounts" I do not see the option for switching between forms. The strange thing is that I can access the CRM through the "Sales Team Member" limited version and the option to select optional forms is available.

Same user (sys admin), but different behavior between "Sale Professional" full experience and "Sales Team Member" version.

What could be impacting my ability to see the optional forms for the Accounts entity differently between the two?

Any insight and/or guidance to correct this would be greatly appreciated.

Thanks.

I have the same question (0)

All responses (2)

Answers (1)

Verified answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report

Hello,

It seems that for your "Sales Professional" all of the forms except the one were dropped. You can configure that list using App Designer - docs.microsoft.com/.../add-edit-app-components

Was this reply helpful? Yes No
BB-30101906-0 15 on at

Like (0)

Report

Thank you!! That got me in the right place to see what was happening. Simply need to include additional forms in the defined app design.

Was this reply helpful? Yes No