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I am currently working on customizing an entity in Dynamics 365 CRM, and I have a requirement to associate a specific view with a custom form. Here's what I want to achieve:
When users select the /Contact - Visitor/ view, I want them to be able to create new records using the custom form /Contact - Visitor Form./ This form contains custom fields and a different layout compared to the default main form.
For all other views, including the default /Active Contacts/ view, I want users to be able to create new records using the standard main form, which is the default form used throughout the system.
I have tried exploring the form settings and views customization options, but I haven't found a direct way to link a view to a specific form. By default, all views seem to use the main form for new record creation.
Is there a way to achieve this behavior in Dynamics 365 CRM? If so, what steps do I need to follow to associate a view with a custom form?
I would appreciate any guidance or insights from the community. Thank you!
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