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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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Ayaka Iwai on at

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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

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Bipin D365 28,983 Moderator on at

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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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gunterlund 100 on at

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thanks much

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