How to Embed a Main Form into Another Main Form in Microsoft Dynamics 365

How to Embed a Main Form into Another Main Form in Microsoft Dynamics 365

Did you know that you can embed a main form into another main form in Microsoft Dynamics 365?

This is helpful if you are working on a contact record and don’t want to leave it. Users can edit a contact record without leaving the account form.

Embedding a main form into another main form helps customer service agents eliminate the process of having to bounce back and forth between multiple screens while customers are trying to give them their contact information and explain their problem(s).

For example, a case form could be embedded with a contact form so that a customer service agent can update a contact and create a case at the same time, improving efficiencies and saving customer service agents time, making customers happier in the process, and improving retention ratings over time.

The same benefits could be applied to an inside sales rep’s role.

Embedding a main form into another main form is helpful for any situation where you are on the phone with a customer and having them dictate information to you.

To add the form component to a table main form, Microsoft advises users to follow these steps:

  1. Open your Solution Explorer, expand Entities, click on the table that you want, and select “Forms.” Open the main form that you want to add the form component to.
  2. Click on the “Insert” tab.
    • Create a new tab and add a new section OR add a new section to an existing tab.
  3. In your new section, add a lookup column (like Primary Contact).
  4. Click on your lookup column, and then on the Home tab. Click on “Change Properties.”
  5. Click on “Add Control” on your Controls tab. In your list of controls, click on “Form Component Control,” and then click, “Add.”
  6. For your component, click on “Web” > “Tablet” > “Phone.”
  7. Click on “Edit.” Configure Property “Forms” accordingly. Microsoft provides this advice:
    • Bind to a static value and then add an XML entry similar to this where TableName is the table unique name and FormID is the form ID for the main form:FormID
      • For example, to render the Contact main form on the account form, use: 1fed44d1-ae68-4a41-bd2b-f13acac4acfa."
  8. Click “OK,” and then “OK” again.
  9. “Save” and “Publish” your form to see your work come to fruition.

How can we help to ensure your success with Microsoft Dynamics 365? Reach out to our team of experts to get the support you need to succeed.


Contact Us Today

To learn more about Ledgeview’s Expertise

Related Articles