The most common customization that's made to the Microsoft Dynamics 365 platform is the ability to modify an entity form. We can add, remove, and hide fields and sections on the form, as well as implementing logic to make the form behave in a dynamic fashion. First, let's look at a standard form and the components that are part of it.
The entity form
With the current version at Dynamics 365 v9.1, most of the updated entities now have four different types of form types. These are as follows:
- The main form
- The quick view form
- The quick create form
- The card form
We will look at each of these form types in detail in the subsequent sections. Various other forms can be created on an entity, either from scratch or by opening an existing form and saving it with a new name. When complex forms need to be created, in many circumstances, it is much easier to start from an existing entity form rather than recreating everything.
The main form
The...
