April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Customizing and Features
As with the web application, you can have multiple web forms for CRM mobile apps, but you cannot switch between forms on the mobile app. You need to set the form order and assign security roles to the forms, and users will see the form on the basis of form order set and security role assigned.
The following steps guide you in creating a new form and customizing it:
1. Log in to the CRM web application and go to Settings > Customizations > Customize the System. The default solution will open. Expand the Entities node and select the entity for which you want to create a mobile form (see Figure 17.36).
FIGURE 17.36 Select ...
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I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.