Special Edition Using® Microsoft® CRM

Customizing Forms

Let's dive right in with an example of how we can use the System Customization area. We'll start by returning to Deployment Manager and creating a set of new schema fields on the Contact object. For this example, let's assume that we're using the Contact object to track students at a private school. Table 11.2 lists the specifications for the fields we will create. We'll be creating one field for each data type.

Table 11.2. Field Specifications

Name	Type	Display Name	Length	Description
SSN	String	SSN	11	Social Security Number
Enrolled Age	Integer	Enrolled Age	n/a	Age at time of application
GPA	Float	GPA	n/a	Grade Point Average
Contribution	Currency	Contribution	n/a	Application Contribution
Enrolled	Date/Time	Enrolled	n/a	Date Enrolled
Legacy	Boolean	Legacy ...