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Customer experience | Sales, Customer Insights,...
Answered

"Related" Tab missing from all of my entity forms

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Posted on by 335

Hello all!

I'm working in a Dynamics 365 system where all of the forms are missing the "related" tab I'm used to seeing on the forms. I checked that the Navigation Tab shows the related entities we want shown there, but the tab doesn't show up on any forms (I checked accounts, opportunities and contacts, all are missing the tab) I have full admin privileges and also cannot see the tab. When opening the form editor, the tab is nonexistent. Can it be deleted??

pastedimage1643904306815v1.png

I tried creating a new form from scratch to see if there was some form logic or code hiding/blocking the tab, but to no avail. Anyone have any ideas on how to get the related tab back on my records? I have users wanting audit info per record and this is the best/most native way to do so.

pastedimage1643904411408v2.png

I have the same question (0)
  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    In the classic experience in the properties of the form, there is a tab "Display" that contains the "Page Navigation" section with the "Show Navigation items" checkbox. Open the customization form, find that setting (I believe it'll be unchecked) - check it, save and publish the form.

  • LCRMAdminG Profile Picture
    335 on at

    Andrew, you saved my bacon! That box was unchecked, and by checking it the related tab has returned! Thank you for this tidbit I could not seem to find anywhere in the forums!

  • Suggested answer
    Yoshika Suzuki Profile Picture
    Microsoft Employee on at

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