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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Tab Icon Selection opt...
Service | Customer Service, Contact Center, Fie...
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Tab Icon Selection option in Interactive Experience forms

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Posted on by Smruti Ranjan Sahoo 10

Hi All, While checking the Case Interactive Experience Form in Customer Service Hub App, I came across the functionality to switch between related records using icons as shown below.

pastedimage1604004220505v1.png

While validating these options in form editor I can see options to add icons to Tabs but this is only available on the interactive experience form. Same feature is not available on other main forms which are custom created.

pastedimage1604004416980v2.png

For me its a very good interactive feature as we can add multiple related record sections and switch between them on click of icon.

Is there any way to Enable or Configure this functionality for all main forms?

I have the same question (0)
  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at
    RE: Tab Icon Selection option in Interactive Experience forms

    Hi,

    This is available for all entities and all main forms even custom form as well. Check below article.

    nishantrana.me/.../

    Check below video tutorial

    Please mark my answer verified if i were helpful

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at
    RE: Tab Icon Selection option in Interactive Experience forms

    Hi Partner,

    Sorry that this is OOB function and only available in Case Interface form, it is by design.

    We recommend you to use the related tab to transfer to other entities.

    You could also raise an idea to Microsoft about this requirement here.

    https://experience.dynamics.com/ideas/categories/?forum=b68e50a6-88d9-e811-a96b-000d3a1be7ad&forumName=Dynamics%20365%20for%20Customer%20Service

    Best Regards,

    Leo

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