Getting started with D365 Forms

Getting started with D365 Forms

26 April 2023 · By · Tagged as: Technology, Dynamics 365

Forms are an essential tool for businesses to collect and manage data. In D365, forms provide a simple and efficient way to manage data, streamline business processes, and improve user experience. In this guide, we will explore the basics of D365 Forms, the different types of forms, and how to make changes to them.

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What is a form and what does it do?

A form is a digital document used to collect and organise data. In D365, forms are used to collect and manage data about customers, products, and other business operations. Forms can be customized to meet specific business needs and can include fields, sections, and tabs to organize data.

 

What do users need from Forms?

Users expect forms to be easy to use, intuitive, and efficient. Forms should provide clear instructions and feedback, be responsive to different devices and screen sizes, and be customizable to meet specific business needs.

 

What types of Forms are available and how are they used?

D365 provides several types of forms, including Main Forms, Quick Create Forms and Card Forms. Main Forms are used to view and edit records, Quick Create Forms provide a simple way to create records, Card Forms display summarized information, and are designed for use on mobile devices.

 

What about Mobile Forms?

All forms in D365 are mobile by nature and are designed to be responsive, meaning they adjust to the size of the screen. However, in some cases, you might want to create a separate version of the main form specifically for mobile devices to ensure optimal user experience. When creating a mobile form, it's recommended to include touch-friendly controls to make it easier for users to interact with the form on their mobile devices. This can include features such as larger buttons, drop-down menus, and simplified layouts to minimize the need for typing. By creating mobile-friendly forms, businesses can ensure that their employees can efficiently complete tasks while on the go.

 

What are the key components of any Form?

The key components of any form include fields, sections, and tabs. Fields are used to capture data, sections are used to organize fields, and tabs are used to group related sections.

 

How do I make changes to my Forms?

To make changes to a form in D365, go to the form designer and select the form you want to edit. From there, you can add, remove, or modify fields, sections, and tabs.

 

How do I make sure my users can access Forms?

Forms can be made accessible to users by providing appropriate permissions and access levels. In D365, access can be granted based on roles, teams, or individual users.

 

What features impact user adoption on Forms?

User adoption can be improved by providing a clear and intuitive interface, customizing forms to meet specific business needs, and providing adequate training and support.

 

What else would I need to know about forms?

Forms can be customised to meet specific business needs, and can be integrated with other D365 tools such as Power Automate and Power BI. Additionally, forms can be used to automate business processes and increase efficiency.

 

How do I know if there is any code (e.g. Javascript) enabled on my Forms?

To check if there is any code enabled on your forms, go to the form designer and select the form you want to check. From there, navigate to the form properties and check if there is any code enabled in the form events or form libraries.

 

Forms are an essential tool for businesses to manage and collect data. With D365 Forms, businesses can improve user experience, streamline processes, and increase efficiency. By understanding the basics of D365 Forms, businesses can customize their forms to meet specific needs and achieve their business goals. If you need any support with D365 Forms, please feel free to get in touch with us at enquiries@crmknowledge.co.uk