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Customer experience | Sales, Customer Insights,...

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How to set Default form in account

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Posted on by Chintu

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Hi all,

In account entity I have 4 forms, form1, form2, form3, form4. when never I clicked on new form button, I want show form3 is default form.

I set form order form3 is in top but it's not working as we exapted. How to achieve this? with JavaScript is possible? if possible, can you share the code with me please.

Thanks,

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Dengliang Li Microsoft Employee on at

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How to set Default form in account

Hi,

When a user selects a form to open a record, the system remembers the user's selection. The next time this record is opened, the form that the user last opened is used.
When we change the order in which the form is displayed, we are actually changing the order of the form selection list.

The following is a blog about this issue that you can refer to.
https://carldesouza.com/set-default-form-order-dynamics-365/

Best Regards,
Dengliang Li

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