Entity forms
Microsoft Dynamics CRM 2016 provides several types of forms, which can be utilized for different purposes. The following form types are available in Microsoft Dynamics CRM 2016:
- Main form: This is the main web form that is opened when the user navigates to the record. These forms provide the main user interface for interacting with entity data.
- Quick-create form: This form can be configured for data entry by the user.
- Quick-view form: This form can be configured on the main forms of entities with a 1:N relationship with parent entity.
- Mobile form: This is filled by users browsing the Microsoft Dynamics CRM site via mobile devices. We will explore enhancements for mobile in later chapters.
For the sake of understanding, we will just consider out-of-box contact entities and their respective forms:
- Main form: The main form is the entity form that is opened when the user navigates to the record. Navigate to
Sales
|CONTACT
and click on any of the records. On doing so, the main form of...