Used in Dynamics 365 Customer Engagement (on-premises), the Dynamics 365 for Customer Engagement web application, Dynamics 365 for Outlook, and Dynamics 365 for tablets.įor updated entities, these forms provide a basic form optimized for creating new records.įor updated entities, these forms appear within the main form to display additional data for a record that is referenced by a lookup field in the form. These forms provide the main user interface for interacting with entity data. Used in these Dynamics 365 Customer Engagement (on-premises): the Dynamics 365 for Customer Engagement web application, Dynamics 365 for Outlook, and Dynamics 365 for tablets. There are several types of forms: Form type

However, if the managed properties for an entity in the managed solution are set to allow customization, you can add or edit forms to that entity. If you’re viewing a managed solution, you can’t create new forms or edit existing forms for entities. In an unmanaged solution, you can edit the managed properties for an unmanaged custom entity that was created for the solution. In the default solution or an unmanaged solution, you can create new forms or edit existing forms for all entities that allow form customization. It's important that the forms people use are designed to allow them to find or enter the information they need efficiently. With Dynamics 365 Customer Engagement (on-premises), forms provide the user interface that people use to interact with the data they need to do their work. For the Power Apps version of this topic, see: Create and design model-driven app forms

This topic applies to Dynamics 365 Customer Engagement (on-premises).

Web form builder 8.2