Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Dynamics 365 general forum / Contact main form order
Dynamics 365 general forum

Contact main form order

(0) ShareShare
ReportReport
Posted on by Armine DD 280

Hi experts, I have a simple question: I have set the Contact entity Main form order as described here: https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/dn531143%28v%3dcrm.8%29

However, one of the users keeps seeing the Main form which is very last in my set order. I had the user clean the cache and use a different browser, but the result is the same. The organization also has Click Dimensions solution installed and the user sees Click Dimensions form instead of the main form that was set as priority. 

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Contact main form order

    Hi Armine,

    Do you want to disable the Main form to the users? If so, you could set the permission of the Main form through Security Roles of the users.

    1.Go to the solutions explorer, expand the entity that you want and select Forms.

    2.Select Main form and click on "Enable Security Roles" and then configure the roles by your logic.

    Hope it helps.

    Best Regards

    Leo

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Contact main form order

    Hi Armine,

    This might be the reason of last viewed form , did you check with changing different form for the user ? Or re login into CRM ?

    In addition how many forms you have , can you please provide the screenshot of correct one and the user which facing issue.

  • Suggested answer
    Priyesh Profile Picture
    Priyesh 7,392 User Group Leader on at
    RE: Contact main form order

    Hi Armine,

    Can you check if that particular user has been given the security role which other users who are seeing it have.

    OR

    Or enable Security Role on the form which the user has

    See screenshot below -

    enableAllSecurityRole.png

    If your organization don't have any constraints on which form should be for which security role, simply enable it for all security roles as shown below

    enableAllSecurityRole.png

    Note: If my answer helped you. Please mark this as verified.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans