Customize forms

In Dynamics 365 Sales, sellers use forms to interact with the data they need to do their work. It's important that the forms they use are designed to allow them to find or enter the information they need quickly. Use the form designer to customize the forms included with Dynamics 365 Sales to meet your sales organization's specific needs.

Important

You should only customize forms in the Sales app. Don't customize forms outside the app.

How do forms relate to entities?

A form is a set of fields, or table columns, that match the information your organization tracks for an entity. For example, your organization might have columns in an Orders table that track customers' orders and their requested reorder dates. In this example, Orders are the entity and OrderNumber, Quantity, and ReorderDate are fields in a form that sellers use to manage reorders.

When you publish a customized form, you're publishing an updated version of the entity that's associated with the form.

What forms can you customize?

You can customize any of the following forms in Dynamics 365 Sales:

• Account
• Contact
• Invoice
• Lead
• Opportunity
• Quote

Customize the forms

Select the appropriate tab for your license:

Sales Premium and Sales Enterprise

1. Sign in to Power Apps.

2. Follow the instructions in Create and customize a model-driven app form to create or customize a form.

Sales Professional

1. In the navigation panel, select Sales Settings.

2. Under Customization, select Forms.

   The page displays the date when the form was published and whether it's active or not.

3. To open a form, select the form in the Name column. Alternately, you can select a form, and then select Edit above the Quick find field.

For more information on creating forms, see Create and design model-driven app forms.

To set a form as the default form in the app, see Why isn't my form displayed as the default form in the app?

Can't find the feature in your app?

There are a few possibilities:

• You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
• You don't have the necessary security role to use this feature.
  • To configure or setup a feature, you need to have the Administration and customization roles
  • To use sales-related features, you need to have the Primary sales roles
  • Some tasks require specific Functional roles.
• Your administrator hasn't turned on the feature.
• Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Related information

Customize views
Customize business process flows
Column-level security to control access