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Microsoft Dynamics CRM Customization Essentials by Nicolae Tarla

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Entity forms

Entities in Dynamics CRM can be accessed from various parts of the system, and their information can be presented in various formats. This feature contributes to the 360-degree view of customer data.

In order to enable this functionality, the entities in Dynamics CRM present a variety of standard views that are available for customization. These include standard entity forms, quick create forms, and quick view forms. In addition, for mobile devices, we can customize mobile forms.

Form types

With the current version of Dynamics CRM 2015, most of the updated entities now have four different form types, as follows:

  • The main form
  • The mobile form
  • The quick create form
  • The quick view form

Various other forms can be created on an entity, either ...

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