Dynamics Community Forum Thread Details

Switch Forms Based on a Field Value or Selected View in Dynamics 365

Hello Microsoft Community,

I’m working in Dynamics 365 Sales and have a requirement to dynamically switch forms based on the type of account being worked on. Here's the scenario:

We have multiple forms for the Account entity, customized for different account types (e.g., Distributor vs. Customer).
I’d like to automatically load the appropriate form when a user opens an account record, based on a field value like "Account Type."

For example:

If "Account Type" = "Distributor," the "Distributor Account Form" should load.
If "Account Type" = "Customer," the "Customer Account Form" should load.

Alternatively, if a user is in a specific view (e.g., "Distributor Accounts"), can the system load a specific form for accounts opened from that view?

Is this possible using out-of-the-box features, or would it require JavaScript customization? If someone has tackled a similar challenge or has insights into achieving this functionality, I’d greatly appreciate your advice or guidance.

Thank you for your help!

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Dynamics 365 general

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