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Forms used in Dynamics 365 Sales mobile app

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Posted on by Beate Sommer

Reading the official documentation from Microsoft is states that the Dynamics 365 Sales mobile app uses the Quick view form for displaying data in the mobile app, however, in the mobile app, it seems like the main form is being used.

Also, there are multiple options for creating a new record, and according the documentation, the mobile app uses the quick create form. However, navigating the mobile app, it seems like the different "+" options utilizes different forms. What form is being used on the "+" icon on the navigation bar on the home page? After some investigating work, it seems like it uses a quick view form in combination with the required field from the main form?

We are also experiencing that the sub-grid on a form is not loading the related rows. What is the experience on this?

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Community member 7 on at

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Forms used in Dynamics 365 Sales mobile app

Hi, I was facing same issue om SALES HUM mobile app while creating Appointment from scratch using home based plus button '+' and there it was opening some random CREATE FORM with added mandatory fields.
Later I found below setting in admin centreunder Settings-> Features -> the section 'Dynamics 365 Sales mobile app' and enabled the first option, after that my target form is opening up in CREATE MODE which I was looking for.
ChadAlt 367 User Group Leader on at

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RE: Forms used in Dynamics 365 Sales mobile app

Beate Sommer I'm glad I found this post. I was going crazy trying to figure out which "form" is being used in the the Create New menu from the home screen of the new D365 Sales app. It looks like you're exactly right: it combines whichever Quick View Form is ordered first and then any other columns that are required.

So strange, but that's a very helpful discovery.
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dian74 2,475 Most Valuable Professional on at

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RE: Forms used in Dynamics 365 Sales mobile app

Keep in mind that there are 2 different Mobile apps for D365 Sales. The new sales mobile app uses the quick create forms when you access records from the main screen, appointments, etc. When you click on 'More' you'll access the application where it'll use the 'full'

main forms. I wrote an article on the new app when it was in preview which you can access here: d365goddess.com/.../
Beate Sommer 30 on at

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RE: Forms used in Dynamics 365 Sales mobile app

Please note that I am referring to the Dynamics 365 Sales mobile app. See documentation here: docs.microsoft.com/.../dynamics-365-sales-mobile-app

In this documentation it clearly states that the form displayed in the Sales mobile app is the quick view form, and which form to be used is determined by the form order. See below text pulled from the docs page:

"Note

The fields that you see on the compact form are defined in the quick view form of the entity.

The lightweight view doesn't include all attributes of the entity.

This is a lightweight form that contains any attributes defined in the first form on quick view form set order. More information: Set the form order"

Opening a record in the Sales mobil app should open a lightweight form, however, it seems it opens the main form.

Also, in the same documentation, it states that the quick create form is used for creating new records via the navigation bar on the home page. However, testing this, we are not recognizing this to be the quick create form, but something else.....and it seems to be a quick view form in combination with all the required fields on the main form, however I am not able to find a form that 100% fits the form displayed in the Sales mobile app. See documentation:

docs.microsoft.com/.../open-record
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Wahaj Rashid 11,319 on at

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RE: Forms used in Dynamics 365 Sales mobile app

Hi,

Thank you for your query.

I am not sure which documentation you are referring to.

Dynamics 365 CE Mobile App shows main forms (with some limitations). The form is chose based on the form order.

Here are docs for your reference:

docs.microsoft.com/.../set-up-dynamics-365-for-phones-and-dynamics-365-for-tablets

Please note, Quick View forms are added to the Main form to view related entity data. For example, you can show Parent Account data on the Contact form, it has nothing to do with the Mobile app.