Default Fields

A certain number of default fields come with Microsoft Dynamics CRM, but you are not limited to just these. You can add your own fields to capture data that might be specific to your company. After you create a field you can circle back and update the form and add your new field to any section.

By the Way: Optional Fields

Numerous attributes exist within Microsoft Dynamics CRM that are not necessarily displayed on the initial forms.

Adding Fields

To add or change fields, you go to the Customize Entities page. Here’s how you add some fun fields to the contact entity to complement Jack BlackHat’s business model:

1. Choose Custom Entities.

2. Choose the entity you want to add attributes to (for example, Contacts).

3. Choose Fields. ...

Get Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.