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Microsoft Dynamics CRM (Archived)

Unable to find form in crm

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Posted on by 12,081 Moderator

Hi all

I have to find the form which opens from

2664.Untitled9.png

I want this form in form editor Where should I find it.?

0116.Untitled8.png

Thank you

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  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: Unable to find form in crm

    Go to settings >>customisation >>customise the system >>expand entity>> scroll down to phone call>>click on forms>>on the right side double click and open information main form

    Or

    The second screenshot you have shared, go to the same and click on second tab on the top called customise >>click on form

  • Verified answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at
    RE: Unable to find form in crm

    Hi Abdul,

    This form can be managed in Settings-->Customizations.  It is under the entity "Phone Call" and you can find the form under "Forms" for that entity.

    Please let me know if you need more details.

    Thanks much,

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,304 User Group Leader on at
    RE: Unable to find form in crm

    Hi Abdul, you can find the phone call forms in the following;

    Settings > Customisations > Customise the System > Entities > Phonecall > Forms

    There will be a main form which is the one your looking for, as well as quick create

    Best Wishes, Raz

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