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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Customization of the p...
Microsoft Dynamics 365 | Integration, Dataverse...
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Customization of the preview form/view

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Posted on by PJ-20060701-0 20
Hello,
We would like to customise the preview form (view) that appears when you are in a data record.
How can we change the corresponding fields as we would like to include user-specific fields there.
Thank you 
Patrick
 
 
Categories:
Dynamics 365 general
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 272 Most Valuable Professional on at
    Customization of the preview form/view
    Hi Patrick,
    1. Go to Power Apps Maker Portal
      https://make.powerapps.com/
    2. Select your environment, then choose Tables (Entities) > Select Opportunity (Verkaufschance).
    3. Click on Views, then select the view you want to modify (e.g., Active Opportunities).
    4. Look for the option called "Quick View Form" or "Preview Form" linked to this table.
      • In classic or model-driven app designer, this is called the "Quick View Form" or the "Main Form" assigned as preview.
    5. Edit the Preview Form:
      • Open the preview form editor.
      • Add/remove fields you want visible in the preview pane.
      • Save and publish your changes.
    6. Publish all customizations and refresh the Dynamics 365 app to see the updated preview pane.

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