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how to choose a form from a list

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Posted on by gunterlund

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I have multiple forms built in my entity and I want the user to choose the form that best fits their requirement. How do I set this up. Ive seen it in the case system where there is a drop down that lists the forms when I create a new case.

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gunterlund 100 on at

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RE: how to choose a form from a list

thanks much
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Bipin D365 28,981 Moderator on at

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RE: how to choose a form from a list

Hi,

You would need to create Custom Main Form from scratch or you can make a copy of existing form.

Once you are done with your form design, you will need to assign required security role to the form.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
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Ayaka Iwai on at

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RE: how to choose a form from a list

You can create custom main forms as following user's requirement, then you'll see a drop down that lists the forms.

"Create, design, and edit forms"

docs.microsoft.com/.../create-design-forms