Configuring the Form Assitant

Can I do this task?

You can control whether the Form Assistant is enabled for an entity form and whether it is expanded by default.

1. In the Navigation Pane, click Settings, click Customization, and then click Customize Entities.
2. Open the entity and then click Forms and Views.
3. In the list of forms and views, select Form, then on the Actions toolbar, click More Actions, and then click Edit.
4. Click Form Properties.
5. To enable the Form Assistant, on the Display tab, select Enable Form Assistant.
6. To expand the Form Assistant by default, when the Form Assistant is enabled, select Expanded by default.
7. When you finish editing the form, click Save and Close to close the form.
8. When your customizations are complete, publish your customizations:
   • To publish customizations for the entity you are currently editing, on the Actions menu, click Publish.
   • To publish customizations for all entities at once, open the Customize Entities list. On the More Actions menu, click Publish All Customizations.
   • To publish customizations for specific entities, open the Customize Entities list and select the entities you want to publish. On the Actions toolbar, click Publish.

Note

Any time you change user interface elements or implement form scripts for an entity you must publish changes to apply them. Any customizations that change the data schema of Microsoft Dynamics CRM Online such as custom entities, relationships, or attributes are applied immediately.

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