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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Service Case Form is N...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Service Case Form is Not Available for Me

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Posted on by EmilyM123 15

The Service Case form that my team uses is available on my collogues' views, but when I log in, I have not option to change the default Case view to the correct Service Form that I need. Can anyone help me? It appears that I am missing a drop down option when I compare my screen to others. Please see the screenshots below. 

My-View-Example.jpg

My-Collogues-View.jpg

I have the same question (0)
  • Suggested answer
    Yoshika Suzuki Profile Picture
    Yoshika Suzuki Microsoft Employee on at

    Is a security role assigned to the form?

    docs.microsoft.com/.../assign-security-roles-form

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at

    Hi Emily,

    There are two potential root causes that could explain this:

    1. The form in question hasn't been associated with a security role that is assigned to you or to a team you're a member of.
    Yoshika shared the link to address this: https://docs.microsoft.com/en-us/power-platform/admin/assign-security-roles-form 

    2. The form isn't included in the model-driven app you are using (this could be a different app than your colleagues are using).
    You can hand-pick the table forms that are part of an app here: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/add-edit-app-components#add-table-assets-forms-views-charts-or-dashboards

    Henry

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