Only the Case entity has a Form Assistant pane A search pane that displays a list of filtered records. The records displayed are determined by which field that you are in and what data that you enter. In some areas of Microsoft Dynamics CRM, you can also create a follow-up activity from the Form Assistant pane pane. Using the Form Assistant pane is an alternative to using the Look Up Records dialog box..
In the Navigation Pane, click Service, and then click Cases.
On the Customize tab, in the Design group, click Form.
On the Home tab, in the Form group, click Form Properties.
In the Form Properties dialog box, click the Display tab.
In the Form Assistant section, select or clear the Expanded by default check box.
Click Save and Close.
You can preview how the main form will appear and how events will function:
On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
To close the Preview form, on the File menu, click Close.
When your customizations are complete, publish them:
To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
To publish customizations for all unpublished components at one time, click Publish All Customizations.