Form Customizations

New and welcome features of CRM 2011 are that an entity now supports more than one form, and the default main and mobile forms can’t be deleted. With this new version, you can create other forms with fewer or more fields displayed and assign them to specific CRM roles. This means that you can create another form if you want to show different fields for different users or roles.

You can perform the following customizations to a form:

• Add, remove, or move tabs

• Add, remove, or move sections

• Add, remove, or move fields

• Add, remove, or move IFRAMEs

• Add, remove, or move notes

• Add, remove, or move spacer

• Add, remove, or move subgrids

• Add, remove, or move web resources (especially useful for images or custom pages) ...

Get Microsoft Dynamics CRM 2011 Unleashed now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.