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Customer Service forum

Custom entity, design form

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Hi all.  New to Dynamics 365, but have been using and customizing/configuring CRM 3 and 4 since it came out.  We are moving to Dynamics 365.  I created a custom entity and necessary fields.  When I go to the main form to start adding fields to the form, it will not let me.  I cannot add standard fields that CRM created or any of the custom fields I created.  It looks like it is going to let me drag and drop fields into existing sections, but it doesn't.  I created a new section, but I cannot add fields there either.  I have System Admin and System Customizer security roles.  I know I will be embarrassed by whatever simple thing I am missing, but this is driving me crazy.  I saw a couple videos that said you will see a red line in order to insert between two fields, but I never see that either.

Edit: BTW, I am using a 30-day trial, but I don't think that should make a difference.  I also cannot add non-custom fields to any existing entities.  In other words, I cannot do any kind of form design editing with fields.  I cannot move fields that are already on the form either. HELP PLEASE before I go completely crazy!   

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  • Verified answer
    Guido Preite Profile Picture
    54,086 Moderator on at

    probably you are using IE, there is a bug related to the drag&drop. try to change browser (like Chrome)

    another way to add the fields to the form is to double click them from the right list.

  • TML Profile Picture
    on at

    Holy popsicles, that was it.  I can't believe it's an IE thing.  Cost me several hours, but thank you very much for the info.

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