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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Use existing forms or ...
Customer experience | Sales, Customer Insights,...
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Use existing forms or create a new one with "save as"

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Posted on by CEklx 280

Hello,

We are implementing Dynamics CRM, and I was wondering if there are any negative sides of using existing forms provided by MS solution and modifying them in I way we need, or is it better to use "save as" and have a form that is completely customized for our organization. Does it even matter? Just curious if any update could impact the form if we customize it but it's a microsoft form

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  • Verified answer
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    Community Member on at

    Hi CEklx,

    If you subsequently have a lot of custom actions on the form, copying a new form from original form with ‘save as’ is better.

     pastedimage1617764304997v1.png

    This has the obvious advantage that a large number of custom operations may cause errors, so you can compare the original form with the custom form to determine which components are custom, making it easier to resolve errors.

    Or you can use the original form to create another new custom form without unnecessary custom components if required.

    So, creating a new form is a better option for no great reason, and may just reduce your unnecessary worries later

    Note: if you create new forms for one entity, you need add them in app designer if you want to view them in the app page.

    select one app you need and click 'open in app designer'.

    pastedimage1617764403694v2.png

    Find the entity and ensure new form you created has been checked, then save and publish it.

    pastedimage1617764501507v3.png

    Now, you can view and use the new created form in the entity.

    pastedimage1617764858126v4.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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