D365FO – Create a Simple List Form in D365FO

 

This is a Simple list form and it’s the final result we want to obtain

Here are the steps to create a Simple List Form in D365FO

• Right click on VS Project and Add new item
  

• Click on Dynamics 365 Items > User Interface > Form > Insert the Form name > Add
  

• Right click on Data Source > New data source > Properties and choose the table you want to add as data source
  

• Now let’s apply Simple list pattern
  Right click on Design > Apply pattern > Simple List
  

• This is the pattern we applied. We must fill the red fields
  

• First create an Action pane
  

• Add New Group

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• Apply a “Custom and Quick FIlters” on “FormGroupControl1” Group

• 
  

• Click on “FormGroupControl1” Group and add a new QuickFilter

• Add new grid object in Design
  

• Now lets’ add some fields in the grid
  

• Let’s create a new display Menu item
  

• Ad your form in the Object Property
  

• Change label Name in “Simple List TEST”
  

• Add the menu item in a D365FO menu (eg.Sales and marketing)
  To do that you have to create a menu extension
  

Under “Setup” > New > Submenu

• Call it “TEST”. Right click on it > New > Menu item reference
  

• Add your Display item to menu
  

• Build your solution and open D365FO at Sales And Marketing > Setup > Simple List Test
  

• This is the final result