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Working with Microsoft Dynamics™ CRM 4.0, Second Edition by Jim Steger, Mike Snyder

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Chapter 5. Entity Customization: Forms and Views

In Chapter 4, you learned the concepts and processes related to customizing entities in Microsoft Dynamics CRM. In this chapter, we go deeper into entity customization and give a detailed explanation of forms, activities, and views.

Customizing Forms

You already know that when a user opens a record, Microsoft Dynamics CRM displays the form for that record’s entity. In addition, Microsoft Dynamics CRM displays a record’s form whenever a user clicks the Information link in the navigation pane, as shown in Figure 5-1.

Most of the system entities use a form, but some of the noncustomizable system entities such as Case Resolution ...

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