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Customer experience | Sales, Customer Insights,...
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How to create custom Form for Account

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I have a scenario to create custom form for Account. Does it possible?

Kindly assist me,

Thank you,

  • Suggested answer
    SOUNDHARYA.N.V Profile Picture
    SOUNDHARYA.N.V 165 on at
    RE: How to create custom Form for Account

    Yes, you can create custom forms . you can create new or open existing form and can click on save as to create new form

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,482 Super User 2025 Season 1 on at
    RE: How to create custom Form for Account

    HI,

    You can follow below steps to add Form on Account Entity.

    1. Go to make.powerapps.com

    2. Create One Unmanaged Solution

    3. Then Click of Add Existing Button to Add "Account" Table.

    4. After this, Form Tab will appears then click on Add New Form and select the Required Form Type Such Main, Quick view etc.

    Upon Click on Form Type a Form designer screen will open and after adding required components.

    You need to publish all the changes.

    Now, you will able see the new form on account entity.

    Just in case the new form not visible in model driven App then Click on App Designer and check the forms for account entity.

  • empath-e CRM Profile Picture
    empath-e CRM 1,136 on at
    RE: How to create custom Form for Account

    Not much detail to go on but basically from what you've said:

    Got to: Customisations - Customise the System - Expand Entities - Select Account - Forms - Open the Account 'Main' Form - Click 'Save As' This will give you a copy of the main Account form to customise.

    pastedimage1639563973950v1.png

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