Prerequisites

The installation instructions below assume you have a Microsoft Dynamics CRM 2015 version installed. You'll need access to the Microsoft Dynamics CRM 2016 application with Dynamics CRM 2016 permissions to import and publish solutions (typically a Microsoft Dynamics CRM system administrator).

Acquire the Solution

If you don't have a copy of the solution, download it here!

Import Solution into Microsoft Dynamics CRM

Installing Dynamic Forms is as simple as importing a single solution .zip file. Once you have the solution file, you simply need to walk through the Microsoft Dynamics CRM import solution wizard to install.

Warning

If you are updating or re-installing Dynamic Forms, please be aware that your custom configuration may be overwritten. Please back up your Dynamic Forms configuration before updating or re-installing Dynamic Forms.

DF_Installation_1

Once the installation completes, you should see the import success message.

DF_Installation_2

Next you create your Dynamic Form Rules.