In Microsoft Dataverse, forms and views are essential tools that shape how users interact with data. While they both serve to display information, they cater to different user needs and scenarios.
Forms:Â
Forms in Dataverse make it easy to create and update individual records. They give users a simple interface with fields (text boxes, dropdowns, date pickers, etc.) to enter or edit data. You can add new records or update existing ones directly through forms, without dealing with complex backend logic.
Types of Forms:
âĸ Main Form: The primary interface for creating and editing records.
âĸ Quick Create Form: A lightweight form with only key fields for fast record creation.
âĸ Quick View Form: Shows related data from another record without leaving the current screen.
Views:Â
Views in Dataverse control how records are shown in a list. They decide which columns appear, how data is sorted, and what filters are appliedâhelping users quickly find what matters. Views can also be tailored so different roles see only the information they need.
Types of Views:
âĸ System Views: Built-in views, often used for admin tasks.
âĸ Public Views: Custom views shared with everyone in the organization.
âĸ Personal Views: User-created views for individual customization.
For a deeper understanding , you can refer to Microsoft’s resources:
