Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Person Form
Microsoft Dynamics CRM (Archived)

Person Form

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Dear All,

I'm trying to create entries in Dynamcis CRM for Person Form it's under person entity.

Here is the code i'm trying t use :

"CRM WCF"C#

Entity person = new Entity("?????");

person.Attributes["name"] = txtName.Text;

.

.

.

orgService.Create(account);

Know here are my questions:

What is the name I should put instead of "???" up there ?

What is the difference between form/entity? 

Where can I find the fields names for the form?

I appreciate the help.

Regards,

*This post is locked for comments

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Person Form

    I will suggest you to download CRM 2016 SDK, which and refer some of the development series video on YouTube, which should give you basic understanding of these concepts.

    Thanks

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Person Form

    Hi,

    There are different form types that are used for different things - Main form is what you get when you open entity from a list, Quick Create is form that you get when you are creating record using Quick Create, Quick View form can be shown on the Main form as a section, Mobile form is shown on mobile devices etc. You should read a little bit about basics of CRM 2016 customization, I cannot explain everything within few sentences in a forum post.

    Please make this thread verified as your initial question has been resolved.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Person Form

    Thank you .

    I do have one more question. I see under the entites something called "forms" and i see many forms under this entity person what are they for and how can I use them ?

    Regards

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Person Form

    Hi,

    Go to Setting -> Customizations -> Customize the system

    From the left pane choose Entities. Now you can find the entity you want and check it name in "Name" column. You put that name under "?????". When you choose "Fields" under your entity you can check the field names (just be careful, you should use Name, not Schema Name)

    Form is just a UI to display data of entity record (like a View is UI for displaying list of records). Entity is the definition of object in CRM, with fields, relationships and all other stuff. That's of course very simplified, you can find a lot of tutorials for CRM beginners out there using google.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans