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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!

rahes
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  • first idea is to create a custom button inside the ribbon (called "new" and hiding the default one) to try to implement your logic (so check which view is currently opened) but right now I can't guarantee is doable – Guido Preite Aug 06 '23 at 20:31

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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.

Yaqub Ahmad
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