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Microsoft Dynamics CRM (Archived)

Dynamics 365 App always shows the MoCa forms

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Posted on by 1,788

I created a new Dynamics 365 App in CRM and it always shows the MoCa Forms even wehn I have removed the security role of the user from this form and have defined another form and assigned the users security role only to the new form. Also in App Designer I have only enabled my new form. However it keeps showing up the MoCa form only.

Is this normal behaviour? That Dyn365 Apps always use the MoCa Form?

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  • Community Member Profile Picture
    on at

    Hi!

    Do check the MoCa forms are not set as the default form.

    Dynamica Labs http://dynamicalabs.com/

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    Any post on this page provided "as is" without warranty of any kind and is for educational and information purposes only. We disclaim any liability arising from any reliance placed on any post.

  • Suggested answer
    M I Mostafa Profile Picture
    4,257 on at

    Hi,

    The answer is no. Dynamics 365 business apps can show any form you include in the App. First thing to do is to go to the App Designer and check what forms you included for your custom entity. In Dyn365 Apps, you can specify 1 or more (or all) forms to be part of the App for each entity. It could be that you have the wrong form included.

    If it is all in order, then I suggest you go to the Entity customisation and check the Form Order. Make sure your custom Form is the first one in the order (if that's what you want).

    Finally, ensure that you got the right security role assigned to your custom form and that the Business App is available for this security role specifically.

    Hope this helps! Please mark as verified answer if this response has helped you.

  • Verified answer
    moko33 Profile Picture
    1,788 on at

    I just now had again a very similar problem with another environment. I recognized that it seems to be a browser-cache problem. When I try to load the App on an incognito tab, the correct form gets loaded.

    However Control+F5 in normal browser window doesn't bring the same result. Even changing the user account to an account which has never used this form before when remaining in the same browser (also after browser closure) doesn't load my favourable form!! I think Microsoft still hasn't implemented the best cache reload mechanism here as one would expect.

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