Customise main forms

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Posted on by empath-e CRM

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Hi All,

Its been a while since I last worked on Dynamics CRM so please excuse me if this is a silly question.

We are running the below version of Dynamics CRM. I have modified the main Account Detail Form and everything works well. However, I can only see the changes I made to the Account Detail form when I access it through the Sales Hub, CRM Hub and Sales Team Member Apps but not the Customer Service Hub App. Is this by design or have I missed something here?

Microsoft Dynamics 365

2021 release wave 1 enabled
Server version: 9.2.21041.00153
Client version: 1.4.2494-2104.1

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gisiquei on at

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Hello,

I would check if the form you used it is added to Customer Service Hub App, please check it in :

a)

b)

After publish, consider to clean cache.

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empath-e CRM 1,136 on at

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Thank you so much Giselle that has resolved my issue.

Regards, Adam

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