Types of D365 Forms

Rumman Ansari   Software Engineer   2023-05-18   2998 Share
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Types of D365 Forms

In Microsoft Dynamics 365 for Finance and Operations (D365), there are several types of forms that can be used to display and interact with data. Some of the most common forms include:

  1. List Forms: These forms display data in a grid format and allow users to view and search for records. They can also be used to perform actions such as creating, editing, and deleting records. List forms are often used to display data from a single table.

  2. Card Forms: These forms display data in a card format and allow users to view and edit the details of a single record. They are often used to display data from a single table and provide a detailed view of the data.

  3. Detail Forms: These forms display data in a detailed format and allow users to view and edit the details of a single record. They are often used to display data from multiple tables and provide a detailed view of the data.

  4. Dialog Forms: These forms are used to display a modal window to collect input from the user, or to display information or messages to the user. They are often used for tasks such as creating, editing, or deleting records, or for displaying error messages.

  5. Menu Items: These forms are used to display a menu of options that can be used to navigate to other forms or perform actions.

  6. Reports: These forms are used to display data in a structured format, such as a tabular or graphical format. They can be used to display data from one or more tables, and they can be customized to meet the specific needs of the user.

It's worth noting that these forms can be customized and extended to meet the specific needs of your business, and that different forms can be used in different scenarios and contexts, depending on the specific requirements of the user and the task that they are trying to accomplish.