© Sanjaya Yapa 2019
S. YapaGetting Started with Dynamics 365 Portalshttps://doi.org/10.1007/978-1-4842-5346-5_4

4. Web Forms and Document Management

Sanjaya Yapa1 
(1)
Mount Waverley, VIC, Australia
 

In this chapter, I’ll discuss web forms and document management. Web forms are like entity forms, but there are some key features such as multistep navigation and branching logic that precede the entity forms. Especially when there are multiple steps involved in the data entry flow, then web forms are the ideal choice.

This chapter will dig deep into the various features and how they can be implemented to give the best experience to the user. As discussed in earlier chapters, Dynamics 365 for Customer Engagement supports SharePoint online integration, and ...

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