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Microsoft Dynamics CRM (Archived)

Editing a form in Dynamics365's Unified Interface without shifting to Classical interface

Posted on by 45

Is it possible to edit a form in Unified Interface without changing to Classical Interface?

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  • Jason Brzoska Profile Picture
    Jason Brzoska 30 on at
    RE: Editing a form in Dynamics365's Unified Interface without shifting to Classical interface

    Well, that's pretty annoying. You'd figure they'd have fixed this a year later, but they haven't.

    Jason Brzoska

    Director of Operations

    Newton and Rochelle Becker Charitable Trust

  • Suggested answer
    RE: Editing a form in Dynamics365's Unified Interface without shifting to Classical interface

    Hello,

    To edit a form in Unified Interface in Dynamics 365 you need to go to Settings - Advanced Settings:

    pastedimage1571049979274v1.png

    This will open Settings. Once you are here you can go to Customizations and edit your form or using Customize the System or Solutions.

    Hope this helps.

  • Martin Donnelly Profile Picture
    Martin Donnelly 1,010 on at
    RE: Editing a form in Dynamics365's Unified Interface without shifting to Classical interface

    not sure that the PowerApps folks would agree that the form editor is "classical" but, the only other way that I can think of is editing the xml in a solution; this is an area where one should tread lightly.

    Have you run into some issue using it?  I find it is much nicer for on-premise situations but, I'm using IE and my difficulties may be with that.

  • RE: Editing a form in Dynamics365's Unified Interface without shifting to Classical interface

    Currently Not but you can go into Settings of classic version directly from Form. 

    Click on Configure Icon & "Personalization Settings". This will open Settings into classic version

    1234.settings.png

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