Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Create new form in Dynamics 365

Posted on by Microsoft Employee

Hi,how to create new principal form in the Appointment entity because i didn't find how.i can't find "new" button

Thank you for your help

*This post is locked for comments

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Create new form in Dynamics 365

    Only for the appointment entity, it is not possible to create new forms.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create new form in Dynamics 365

    Unhappily it is a natural behavior of Dynamics CRM to "Appointment" entity.

    -->  crmtipoftheday.com/.../custom-activity-forms

    "This is mostly likely is due to the binding of the information on the form fields to the Outlook client for Appointments and to Microsoft Social Engagement for the Social Activity. Custom versions of the form would likely endanger the integrity of the sync."

  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Create new form in Dynamics 365

    No, it is because Appointment is a special activity that MS restricts in many ways to make sure you don't break Outlook integration.  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create new form in Dynamics 365

    thank you for your response.i can create new principal form in the "Campaign activity" entity  but i can't do the same with the "Appointment" entity.is it because of security role?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create new form in Dynamics 365

    I believe that for this entity, it is not possible to create new forms. Only edit existing ones.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

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 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans