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Hi all,
I need to display the Lead(main) form as the default form instead of the sales insight. I am not able to find where to make that change.
I went to the lead entity and changed the form order in the settings but it is not reflecting that change here. Picture for reference
Check the form order of your entity, you can look at this link for a step-by-step on how to do this: https://www.marksgroup.net/blog/d365-change-default-form-entity/
Whichever form is listed at the top will be the default form of an entity and also the form that will be used when you do the bulk edit from the advance find.
Hi,
If you don't want Sales insights form to be visible then you can remove that form from you app using app designer.
docs.microsoft.com/.../create-edit-app
Have you tried changing the form order from classic interface and the publish all customization as shown below -
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
Thank you Jenn and Bipin. I was able to do that in the app designer settings.
HI,
I'm Glad that it worked.
Please mark my answer verified by clicking on yes under Did this answer your question?
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