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Microsoft Dynamics CRM (Archived)

Dynamics trial version - no form button

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Posted on by 129

I want to create a simple form with Dynamics 365 trial version, but there's no form button.

I tried giving myself the system admin role, but it says permission denied (no matter what role I try to give myself)

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  • Verified answer
    Iron Arm Profile Picture
    Iron Arm 129 on at
    RE: Dynamics trial version - no form button

    I finally found "Promote to Admin" under Settings -> Security -> Users.  Not sure if I missed it, or if it wasn't there before.

    After promoting myself to admin, I can now see the "Form" button.

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Dynamics trial version - no form button

    You should see the options in trial version as well .Check here how to create trial version in D365.

    arunpotti.wordpress.com/.../how-to-setup-dynamics-365-30-days-online-trial-version

  • Iron Arm Profile Picture
    Iron Arm 129 on at
    RE: Dynamics trial version - no form button

    Maybe this is a terminology thing.  I think "forms" are just screens in Dynamics that you can tweak.

    I want to create a form from scratch which is totally custom and ultimately creates a record.  Is this considered an app? And therefore I need "App Designer".  If that's the case I think it's a permissions thing

    "Verify the following prerequisites before you start creating an app: Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. Specifically, any user with the following privileges can also create apps:"

  • Iron Arm Profile Picture
    Iron Arm 129 on at
    RE: Dynamics trial version - no form button

    I don't have that.  I have Settings -> Customizations -> Developer Resources.

    I'm using the trial version of Dynamics 365 and want to create a simple form that can create records.

    I don't see anywhere to create a new solution.  Maybe the trial version doesn't have it.

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Dynamics trial version - no form button

    Hi,

    Where are you looking for Form button? You should navigate to settings --> customization --> Customize the System/Solution --> Expand Entity --> Forms.

    gestisoft.com/.../how-to-create-or-modify-a-form-in-microsoft-dynamics-365

    docs.microsoft.com/.../create-design-forms

  • Iron Arm Profile Picture
    Iron Arm 129 on at
    RE: Dynamics trial version - no form button

    I think I need "App Designer" correct?  Is that available in the trial version?

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