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Microsoft Dynamics CRM 2016 Customization

You're reading from   Microsoft Dynamics CRM 2016 Customization Use a no-code approach to create powerful business solutions using Dynamics CRM 2016

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Product type Paperback
Published in May 2016
Publisher Packt
ISBN-13 9781785881510
Length 374 pages
Edition 2nd Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (8) Chapters Close

Preface 1. Getting Started 2. The Dynamics CRM Application Structure FREE CHAPTER 3. Dynamics CRM Customization 4. Building Better Business Functionality 5. Dynamics CRM – Additional Features 6. Dynamics CRM Administration Index

Entity Forms, Quick View, and Quick Create Forms


The most common customization to the Microsoft Dynamics CRM platform is the ability to modify an entity form. We can add, remove, and hide fields and sections on the form, as well as implement logic to make the form behave in a dynamic fashion. First, let's look at a standard form, and what components are part of it.

The Entity Form

With the current version being Dynamics CRM 2016, most of the updated entities now have four different types of forms. They are as follows:

  • The Main Form

  • The Mobile Form

  • The Quick Create Form

  • The Quick View Form

Various other forms can be created on an entity, either from scratch or by opening an existing form, and saving it with a new name. When complex forms need to be created, in many circumstances, it is much easier to start from an existing entity form rather than recreating everything.

The Main Form is the default form associated with an entity. This form will be available by default when opening a record. There...

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