Microsoft Dynamics CRM (Archived)

Difference between "edit form" and "customize entity"

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What is the difference between edit form and customize entity ?

When to use edit form?

when to use customize form?

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Manju Augustine 140 on at

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Hi ,

Can you provide more details?

Thanks,

Manju

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Tomas Prokop 590 on at

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Hi,

you should never use the Edit Form button as it opens customization in a context of default solution. It has the same effect as doing this way:

You should look at a concept of solutions. It will help you organize and maintain changes you make. If you deploy multiple environments (production, test, development, ...), customizing the default solution will become a nightmare.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/solutions-overview

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gdas 50,091 Moderator on at

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Hello,

Here is your answers -

What is the difference between edit form and customize entity ?

Edit Form is a part for entity customization , If you go to settings --> customization --> Customize the System --> Expand any entity --> you can find many entity component like Fields , Forms , Views etc . Any modification or creation of any component under entity component called entity customization.

Now if you have system admin privilege when you view any record , you can find in the top ribbon button called "Form editor" . If you click that button it will open the respective form design in a editable mode. You can change the design from record view page itself . This is called edit form.

When to use edit form?

Let say you are working with Visual Studio so any control you add in your html page you can browse directly by click on view . Similar concept here sitting on record view page you just change the form design.

when to use customize form?

Its depends on your requirement , if you want to add any attributes , subgrid , web resource need to add then you need to customize the form.

Hope this helps.

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Community Member on at

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Thank You Goutam Das!

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Community Member on at

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Thank You Tomas Prokop

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