Create and configure forms- default solution
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016
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, you can’t create new forms or edit existing forms for entities. However, 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 in the Customization area of Microsoft Dynamics 365.
Customization tasks can be performed only while you’re online.
Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.
Check your security role
Follow the steps in View your user profile..
Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Customizations.
Choose Customize the System.
Under Components, choose Entities, and then expand the required entity.
Choose Forms, and then select the form.
On the command bar, choose Managed Properties.
In the Set Managed Properties dialog box, if Customizable is set to True, you can add or edit forms.
Tip
You can also navigate to the form editor from a list in the Sales, Marketing, or Service areas. For example, to edit an account form, go to Accounts, choose the More (…) button, and then choose Customize Entity.
See Also
Create or edit the main form for an entity
Assign security roles to a form
Create and design forms