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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create a new fo...
Microsoft Dynamics CRM (Archived)

How to create a new form and have access button in menu

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Posted on by Community Member

Dear all,

I am so far cusrious on what is the way to create a completly new form feature in CRM and having an access menu to that form in same way as Account, contact buttons for exemple.

Any sample guide line steps by step ?

regards

serge

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hello Serge,

     From Settings>>Customization>>Customize the System

     it will open a default solution window where in entity hierarchy you need to add new custom entity let's say "My New Form".

    once you added you will see it under Entity Hierarchy, then when you click on it you will see the configuration area of this entity on right hand side of same window where you will see options of area's where you need to show it's navigation.

    Options are Sales , Services, Marketing and Setting. You need to check the box save and publish and close this window. Once you refresh Ctrl + F5 you will see your new custom entity link in the area you selected from the configuration.

    Mark it verified if you find it right answer.

    Thanks

    Yogesh

  • Verified answer
    Hemant Kumar Sahu Profile Picture
    Hemant Kumar Sahu 1,829 on at

    Hi,

    Please have a look here !

    www.microsoft.com/.../create-or-edit-the-main-form-for-an-entity.aspx

    Hemant

  • Community Member Profile Picture
    Community Member on at

    Hello Yogesh, I follwo your instruction but the entity is not visible under Sales where I checked but instead in an other categorie named Extentions !!

    How can I get it in Sales instead ?

    regards

    serge

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Serge,

    As it is custom entity it will show under extension block only. However you can try to shift using xrmtoolkit se where you need to use sitemap editor plugin.

    If you find it useful then please mark this answer as verified.

    Thanks

    Yogesh

  • Community Member Profile Picture
    Community Member on at

    Hi Yogesh, could you point me how to do ? what is xrmtool kit ?

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Serge,

     You can download it from here..https://www.xrmtoolbox.com/...

    And use sitemap editor plugin. I am not with my laptop so can't give you screenshots. Its easy to use you can easily understand.

    Thanks

    Yogesh

  • Community Member Profile Picture
    Community Member on at

    This a great tool and I was able to move it to the Sales category. The only thing is the you cannot simply move the item but instead you need to copy it and paste it to sales group, then after that delete the extension group

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