Add a field to a form

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

If a Microsoft Dynamics 365 form doesn’t meet your organization’s business requirements, you can customize the form by changing existing fields or by adding new fields. While it might be simpler to edit the existing fields on a form, sometimes it’s better to add a field to address a specific business scenario.

1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Go to Settings > Customizations.

3. Click Customize the System.

4. Under Components, expand Entities, expand the entity you want to customize, and then click Forms.

5. In the list, find an entry with the form type of Main, and then double-click or tap to edit it.

6. In the form, click the section you want to add a field to, and then in the Field Explorer pane, double-click the field you want added to the form.

   Tip

   When you add an option set field on the form, the drop-down list that contains the option set values can only display two values. Users must scroll to see more values in the list. If you want to show more than two values without users having to scroll, add one or more Spacer controls below the option set field on the form. Each Spacer control provides a space for one additional option set value. For example, if you want to display four values in the drop-down list without scrolling, add two Spacer controls below the option set field on the form.

7. To preview how the form appears and how events function:

   1. On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.

   2. To close the preview form, click Close  .

   3. To publish customizations for the form that you’re editing, with the form open, click Publish.

8. When you’re done editing the form, click Save and Close.

9. To publish customizations for all unpublished components at one time, click File, and then click Publish All Customizations.

See Also

Edit form field properties
Create and design forms