Dynamics 365 Customer Engagement (on-premises), forms provide the user interface that people use to interact with the data they need to do their work.

\In the default solution or an unmanaged solution, you can create new forms or edit existing forms for all entities that allow form customization.

In an unmanaged solution, you can edit the managed properties for an unmanaged custom entity that was created for the solution. If you’re viewing a managed solution

if the managed properties for an entity in the managed solution are set to allow customization, you can add or edit forms to that entity.

 

Type of forms

There are several types of forms:

These forms provide the main user interface for interacting with entity data.

For updated entities, these forms provide a basic form optimized for creating new records.

For updated entities, these forms appear within the main form to display additional data for a record that is referenced by a lookup field in the form.

Used in views for Unified Interface apps. Card forms are designed to present information in a compact format that is suitable for mobile devices.

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