Dynamics 365: Type of Forms

When we try to create to create a new form for any entity, typically we get different forms types. Here we are going to discuss what are they, which one to prefer for the specific scenario.

1. Main Form –

This is for user interaction with entity data. It supports all types of controls available. The basic layout of Main Form looks like this.        Supported Clients – This is available for web application, Dynamics 365 for Outlook and Dynamics 365 for tablets

2. Mobile Form –

This form is used for mobile clients. While editing the form, you select which fields you want to display the order in which you want them to appear. You can make certain fields read-only, but can’t use form scripting in the CRM for phones express forms. Forms for Dynamics 365 for phones and tablets don’t support the following:

• Web resources
• iFrames
• Bing maps
• Yammer
• Activity feeds
• SharePoint document libraries
• Parature, from Microsoft knowledge base integration
• Theming

Typically, Mobile form will look like this –       Supported Clients – This is available for all Mobile devices.

3. Quick Create Form –

Quick forms are used to create a record quickly. It will always have One section and three columns, additional, section or columns can’t be added here. Since they are a subset of Main forms, they don’t have all the business rules used there. However, the quick create form for custom activity entities will not be used when people click the Create button on the nav bar. These quick create forms can be used only when people add a new record for a sub-grid that displays that specific custom activity entity. The following controls cannot be added to quick create forms:

• Sub-grids
• Quick View Forms
• Web resources
• IFRAMEs
• Notes
• Bing Maps

Quick create forms must be enabled at entity level as shown in this picture. Supported Clients – This is available for web application, Dynamics 365 for Outlook and Dynamics 365 for tablets.

4. Quick View Form –

Quick View Form gives us an opportunity to view the related entity record from another entity. For example – In this picture, you can see Customer Details from case details page. Since quick view forms are viewed using a quick view control in a form, they do not include a header, footer, or navigation areas. Quick view form will be visible only when regarding lookup will have some value.     Supported Clients – This is available for web application, Dynamics 365 for Outlook and Dynamics 365 for tablets. Hope this helps you while making the decision to choose the forms for your requirement.