web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Unable to use custom f...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Unable to use custom forms - Sales pro

(0) ShareShare
ReportReport
Posted on by TM-07052204-0 10
I have customized a couple of Contact forms.
Checked Permission/security - Set to Anyone
Put them a top list list, but the default Sales Professional form is what opens.
 
I cannot see a drop down or other method to select different forms /views
Categories:
Dynamics 365 Sales
I have the same question (0)
  • Suggested answer
    Anne Stanton, MCSE, MBA, CRM rMVP #7 Profile Picture
    Anne Stanton, MCSE,... 65 on at
    You need to make sure that your new forms have been added to your Model Driven App. It sounds like you might have a custom app. You also need to make sure your new forms have the correct security roles assigned. 
     
    Cheers Anne

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 70 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 33 Most Valuable Professional

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans