Understanding Basic Terms in D365 — Forms

There are a lot of parts to a Microsoft Dynamics 365 implementation and it can be overwhelming to a new user to try and understand every aspect of the program. That’s why we are writing a blog series to help new users who are having trouble understanding basic terms in D365.

In part 1 of our Understanding Basic Terms in D365 series we are looking at Forms.

Simply put, forms provide you with the ability to have the data you need to do your daily tasks at your fingertips. Forms are native to any D365 implementation, but they can be customized to meet your individual needs. 

There are four types of forms. They are:

Main

The main form is exactly what it sounds like – it is the form that provides the users with their most common (and generally first) interface with the data. 

Quick Create

Often you will need to create a new record. This is where the Quick Create form comes into play. These forms are created with the ease of data entry in mind. They are basic and quick to use to maximize efficiency 

Quick View

Think of Quick View forms as being a detailed view. They are contained within the Main Form and allow the user a deeper view of the information. This is often for information that isn’t always needed, but may come in handy when working with the information in a deeper way.

Card

Card forms are designed to present information in a compact format that is suitable for mobile devices.

In summary, Forms provide the backbone of Dynamics 365. They are what contains the information that have been entered into the CRM.

Next in our series Understanding Basic Terms in D365 will be Dashboards.   

Duane Rollins

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