I am currently working on customizing an entity in Dynamics 365 CRM, and I have a requirement to associate a specific view with a custom form. Here's what I want to achieve:
When users select the "Contact - Visitor" view, I want them to be able to create new records using the custom form "Contact - Visitor Form." This form contains custom fields and a different layout compared to the default main form.
For all other views, including the default "Active Contacts" view, I want users to be able to create new records using the standard main form, which is the default form used throughout the system.
I have tried exploring the form settings and views customization options, but I haven't found a direct way to link a view to a specific form. By default, all views seem to use the main form for new record creation.
Is there a way to achieve this behavior in Dynamics 365 CRM? If so, what steps do I need to follow to associate a view with a custom form?
I would appreciate any guidance or insights from the community. Thank you!
It looks like "Contact - Visitor" is a special type of contact and you want to capture different information for this contact as compared to others. if this is the case then .. 1- Create an Option Set Contact Type with values (Contact Person, Visitor)
2- Create special form for "Visitor"
3- Place "Contact Type" on both Forms (Main, Visitor)
4- For new records: When the user selects "Contact Type" then load a Form accordingly using javascript: Switch Forms in Microsoft Dynamics CRM depending on Business Logic
5- For existing records: On Form load, write java-script which should load the Form based on Contact Type.