Sams Teach Yourself Microsoft® Dynamics CRM 4 in 24 Hours

Hour 11. Configuring Your Interaction with Microsoft Dynamics CRM

What You’ll Learn in This Hour:

• Basic Configurations

• Changing the Form

• Adding the Internet to a Form: The iFrame

• Attributes (Fields)

• Drop-Down Lists

• Views

In this hour, you will learn how to modify Microsoft Dynamics CRM to better fit your business needs. You will learn how to add new attributes (fields) to the data entry forms and modify existing attributes (fields). You will also learn how to move attributes (fields) from tab to tab. Finally, we will build up to including iFrames and adding form specific scripts to the system.

Basic Configurations

When it comes to designing the entry forms for getting data into Microsoft Dynamics CRM, Microsoft offers a robust ...