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Standard And Custom Form Customization In Microsoft Dynamics 365 Finance & Operations

03 Nov 2026   12:30 AM CST

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  • Learn from Industry Experts

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Webinar Overview
This webinar provides a comprehensive guide to customizing standard and custom forms in Microsoft Dynamics 365 Finance & Operations (D365FO). Participants will learn how to enhance the user interface by extending existing forms and developing custom forms while adhering to Microsoft's extensibility model and best development practices. The session begins with an overview of the D365FO form architecture, including form patterns, data sources, controls, menu items, and design principles. Participants will explore how to customize standard forms using Form Extensions and Chain of Command (CoC) without overlayering, as well as how to build custom forms from scratch using the Application Object Tree (AOT). The webinar also covers adding controls, creating lookups, handling events, writing business logic, validating user input, and integrating forms with tables, classes, and business processes. Through hands-on demonstrations and real-world ERP scenarios, attendees will learn how to modify existing forms, create data entry screens, implement action buttons, design master-detail forms, and improve the user experience while maintaining upgrade compatibility. The session also highlights debugging techniques, performance optimization, and best practices for scalable and maintainable form development.
Key Points

  • Understand the architecture and lifecycle of forms in D365FO.
  • Differentiate between standard form customization and custom form development.
  • Extend standard forms using Form Extensions and Chain of Command (CoC).
  • Create custom forms using AOT, form patterns, and data sources.
  • Learn best practices for UI design, performance optimization, debugging, and upgrade-safe customizations.
Meet The Trainer
Aditya Srivastava
Aditya Srivastava

Experienced Corporate Trainer specialized in Microsoft Dynamics 365 Finance and Operations, AX 2012, and Power Apps, with 3 years of implementation experience and Microsoft Certifications MB-300, MB-500, and MB-820. Effective teaching methods and strong communication skills. Associated with Koenig since June 2024.

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Webinar Summary:

This webinar provides a comprehensive guide to customizing standard and custom forms in Microsoft Dynamics 365 Finance & Operations (D365FO). Participants will learn how to enhance the user interface by extending existing forms and developing custom forms while adhering to Microsoft's extensibility model and best development practices. The session begins with an overview of the D365FO form architecture, including form patterns, data sources, controls, menu items, and design principles. Participants will explore how to customize standard forms using Form Extensions and Chain of Command (CoC) without overlayering, as well as how to build custom forms from scratch using the Application Object Tree (AOT). The webinar also covers adding controls, creating lookups, handling events, writing business logic, validating user input, and integrating forms with tables, classes, and business processes. Through hands-on demonstrations and real-world ERP scenarios, attendees will learn how to modify existing forms, create data entry screens, implement action buttons, design master-detail forms, and improve the user experience while maintaining upgrade compatibility. The session also highlights debugging techniques, performance optimization, and best practices for scalable and maintainable form development.

03 Nov 2026 | 12:30 AM CST   1 Hour