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Microsoft Dynamics CRM (Archived)

change the form order

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Posted on by 2,510

Hi, I can see that couple more forms in one entity, what if I create a new form and how to make it as the default form?

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  • Verified answer
    Aiden Kaskela Profile Picture
    19,696 on at

    Hi,

    To change the form order, go to the customization screen and find the entity you want to update, then click on Forms. You should see all the forms available. In the menu, you'll see an option to order forms, and you'll have to select the type of form to order (Main form for the web app, Mobile for the phone, etc). You'll be able to order the forms here, and whichever one you move to the top will be the default form everybody sees (provided they have the security role).

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

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