Microsoft Dynamics CRM

Forms are most likely the most important visual element of the Dynamics CRM 2011 user interface. To get the underlying data in every entity record, the user has to open up the form. The primary form: Dynamics CRM 2011 uses this form to allow an individual to enter and view data within the Dynamics CRM 2011 web user interface as well as the Dynamics CRM 2011 within Microsoft Outlook interface.

One main form per entity is available by default. However, multiple main forms can be created for an entity. Dynamics CRM 2011 supports role-based forms, this means splitting forms can be visible depending on the security functions of the current user. Usually, multiple main forms are created when role-based forms have to be supported. The read-optimized form: Dynamics CRM 2011 has another type of form called the read-optimized form.

Introduced in Update Rollup 7, this form is made for the fast display of a record by disabling the ribbon and form scripts. This form displays the record in the read-only mode. Read-optimized forms are disabled by default and can be allowed by going to System | Administration | System Settings | Customization | Form Mode. The navigation pane for read-optimized forms is allowed and the navigation pane can be extended or collapsed now.

Support for web resources has been added. A fresh setting in the net reference properties, calledShow this Web Resources in Read Optimized form, has been added. This setting must be enabled for the web resources to show in the read-optimized form. If the net resource depends on form resources, which are not available in a read-optimized form, we ought not to screen it. Read-optimized forms to honor all field-level security and role-based form definitions.

If an entity has some form enabled, the read-optimized form uses the proper execution that an individual last used. The process-driven form: The December 2012 Service Update (Polaris revise) of Dynamics CRM 2011 has released an enhanced read-optimized form, known as the process-driven form for the Account commonly, Contact, Business lead, Opportunity, and Case entities.

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This new kind of form is very helpful, especially for touch devices, as the new form is designed to contain everything in one form; you don’t have to ups open up multiple pop. However, this new form type can’t be used for just about any entity apart from the entities in the above list. For the Account, Contact, Business lead, Opportunity, and Case entities, as well as the given information form, you will see a new form with the same name as that of the entity. The proper execution will usually screen using the updated presentation, of the configurations for read-optimized forms regardless. However, if read-optimized forms are enabled for the business, the information form will screen using the up to date demonstration also.

We need to use a form editor to customize a form within Dynamics CRM 2011. The form layout definition is actually stored as an XML file called Form Xml in the SystemForm entity. The customization.xml file exported with an unmanaged solution contains the definition of the entity forms. Almost all the business entities have a customizable main form. The Activity entity doesn’t have any form and some entity forms such as the Case Resolution entity form are not customizable.

When a custom entity is created, one main and one mobile form are added automatically. With this recipe, we shall focus our discussion on how to customize a main form. Dynamics CRM 2011 introduced a flexible layout for form design. Ribbon: This is actually the top area of the form.

We cannot customize this using the form editor. Entity icon: This shows the Icon for Entity Form icon of the entity. It is a 32 x 32 pixel image and can be up to date for an entity. Header and footer: The header and footer are two read-only areas of the form design.