Forms in dynamics 365

(0) Share

Report

Posted on by Sumaira Noor

1,075

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

All responses (5)

Answers (3)

Sumaira Noor 1,075 on at

Like (0)

Report

RE: Forms in dynamics 365

Thanks a lot Lu, it worked.

Thanks again!

Best Regards,

Sumaira Noor
Verified answer

LuHao 40,872 on at

Like (0)

Report

RE: Forms in dynamics 365

Hi Sumaira,

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

LuHao 40,872 on at

Like (0)

Report

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.

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.

If you don't have it, add it.

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

2. playbooks

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

3. activities

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

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 1,075 on at

Like (0)

Report

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 40,872 on at

Like (0)

Report

RE: Forms in dynamics 365

Hi Sumaira,

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

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

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