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Microsoft Dynamics 365 | Integration, Dataverse...
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Forms in dynamics 365

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Posted on by 1,077

Hi all,

I would like to know how do i add the Items such as documents, playbooks, activities etc., present in common area of navigation to the body of the form in a seperate section or tab.

I have sharepoint already enabled

Kindly help

Best Regards,

Sumaira Noor

I 8228.LeadForm.PNG

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,077 on at
    RE: Forms in dynamics 365

    Thanks a lot Lu, it worked.

    Thanks again!

    Best Regards,

    Sumaira Noor

  • Verified answer
    LuHao Profile Picture
    LuHao 40,876 on at
    RE: Forms in dynamics 365

    Hi Sumaira,

    I have updated my last answer, please check it again.

  • Verified answer
    LuHao Profile Picture
    LuHao 40,876 on at
    RE: Forms in dynamics 365

    Hi Sumaira,

    We can add these items in the new form editor.

    Go to https://make.powerapps.com, click Data > Entities > Lead > Form, open the form editor of the lead main form.

    pastedimage1574067302181v1.png

    Note that the form in the new form editor is UCI style, but the changes to the form will work on the classic UI.

    1. documents

    The Lead form should now have a Files tab that can display related documents.

    pastedimage1574064897282v2.png

    If you don't have it, add it.

    Add a sub-grid, check Show related records and select Entity as Documents (Regarding).

    pastedimage1574067553797v2.png

    2. playbooks

    Add a sub-grid, check Show related records and select Entity as Playbooks(Regarding).

    pastedimage1574067698341v3.png

    3. activities

    Add a sub-grid, check Show related records and select Entity as Activities(Regarding).

    pastedimage1574067727439v4.png

    Please note that even if we can add these sub-grids, in the classic UI they can only play a role in displaying records and cannot completely replace the items in the common area of navigation.

    To use their full functionality, we have to click on the items in the common area of navigation.

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,077 on at
    RE: Forms in dynamics 365

    Thanks a lot for the response Lu

    I use Classic UI.

    May i please know what can be done to display the documents section in Classic UI

    Best Regards,

    Sumaira Noor

  • Verified answer
    LuHao Profile Picture
    LuHao 40,876 on at
    RE: Forms in dynamics 365

    Hi Sumaira,

    In Sales Hub, you should see these tabs in the 'Related' tab.

    pastedimage1574061452378v1.png

    As long as they are in the form editor's navigation list, they should appear in the 'Related' tab of the form.

    pastedimage1574061678943v2.png

    If it's in the web client (classic UI), we can show them through sub-grids.

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