Form called "In Context Form" - what is it?

(0) Share

Report

Posted on by Seamus

1,575

Hello, we are using Dynamics365 online and for contact, lead and account entities our forms have defaulted to one called "In Context Form".

It is a very minimalist form for each entity. Is description is "Updated default lead form" (or account) version 1.0

I enabled security roles on it and limited it to sysadmin so that the original default form apps would revert to what it was for normal Users. Otherwise the normal user experience was that this form was set as default (when it definitely had not been before - eg last week)

My question is - does anybody know what this form does, why it has defaulted - and is it new? I have never been aware of it before it caused these recent issues.

Many thanks

- Seamus

All responses (3)

Answers (1)

AriaConsulting 2 on at

Like (0)

Report

RE: Form called "In Context Form" - what is it?

Deal Manager requires a multi-step process by someone with admin or system customizer role to, first, enable the preview feature, add it to the site map, and then to enable the Deal Manager Workspace. I have it enabled in my environment (and I did it literally as soon as MS made it available in the Canada datacenters) and have not seen any such behaviour with my default forms.

Now, if something went wonky with the update specifically in your tenant, then, theoretically, all kinds of odd behaviour could potentially result. You should definitely open an incident with MS support.
Seamus 1,575 on at

Like (0)

Report

RE: Form called "In Context Form" - what is it?

Thanks Leah Ju

I think this came from a Microsoft update - with very negative effects!

This is the related update which was installed on the 7th Aug.

Deal Manager solution is used to bundle the editable grid and quick view form
Verified answer

Community Member on at

Like (0)

Report

RE: Form called "In Context Form" - what is it?

Hi Seamus,

It’s so strange, I can’t view ‘In Context Form’ in my environment and can’t search for any information related to it.

It doesn't matter what it is, what matters is Why is it defaulted?

You can check the order that entity forms are displayed in, whatever form is first, is the “true” default form.

Navigate to Settings->Customizations, then select Customize the System, expand Entities and locate the appropriate Entity. Expand the Entity and select “Forms”:

Next, select “Form Order”, then “Main Form Set”, select a form you want and use the arrows to change its position in the list.

The very first form is considered the “Default” system form.

So ‘Account’ should be the form that is displayed by default.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.