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Customer experience | Sales, Customer Insights,...
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Could PCF Controllers be used to differentiate forms?

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Posted on by

Hi!

I find it a bit hard to differentiate between different forms in Dynamics 365 CRM, as all forms look the same. Am I on the contact form, opportunity form etc.

Could PCF controllers on the header or other vital information be used to enrich the UI and help differentiate the forms from each other? And how could this be done?

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  • Community Member Profile Picture
    on at

    If there is another way of differentiating between forms othe than by using PCF Controllers feel free to give advise on that aswell!

  • Pradeep Rai Profile Picture
    5,489 Moderator on at

    HI

    As per my understanding, when users open multiple entity forms in different tabs of browser then in one glance it is difficult for users differentiate the current entity form. is it correct? and you are looking for some solution like color code PCF control for different CRM entities.

    Also, It would be helpful if you explain little more on this? 

    because in CRM we have entity name on form as highlighted below:

    pastedimage1633452797922v1.png

    So, on each entity we have entity name. so from there we can differentiate the current entity.

    Thanks,
    Pradeep.

  • Vetle W Profile Picture
    10 on at

    I have the same query here. As stated earlier in the thread, it is quite difficult to differentiate what form I am in. Is there an easy way to visualize what form I am in? Is it some form, field, view or entity that could make forms more different from one another? Hopefully this is a little clear.

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