NEW FEATURE UPDATE

How to configure a Main Form Dialog in Dynamics 365

In 2020 Microsoft introduced the ability to open a form within a form, commonly called Main Form Dialog or MFD. This allowed users to open a record for a related entity without moving away from the current record. An example might be adding a new case but needing to add an additional contact who will be responsible for the case. Previously this required some development to allow the functionality.

That functionality has now been expanded and can be easily configured on the form directly.

  1. Go to make.powerapps.com, login and select the environment you want to work with.
  2. Go to Solutions and either select an existing solution or create a new one. If creating a new one, click Existing Table and select Case, click Next, click Select Components, click Forms and add the Case form. Click Add, then click Add.
  3. Open the Case table and then open the case form
  4. If Responsible Contact isn’t already on your form, click Form Field, find the field and then drag it onto the form.
  5. Click on Responsible Contact to open the properties and tick the two fields shown in the image below and then Save and Publish your changes.
  6. When a user clicks on Responsible Contact and clicks New then contact form will pop out.
  7. If you want to view an existing contact the user can just click on the contact and the view form will pop out

Doing this will help improve the general user experience and also helps to prevent loss of data. For example, if your case form has a required field that hadn’t yet been populated, using MFD will allow your users to add or view the additional record and then return to the case form without losing data. Without MFD when the user clicks on New Contact they would navigate away from the case form and lose the information they had inputted.

If you would like to find out more about how to configure a Main Form Dialog in Dynamics 365 or any of the other new features due for release in the 2021 Wave 1 update, please get in touch with our Microsoft Dynamics 365 Consultancy team.