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Mastering Microsoft Dynamics CRM 2016

You're reading from   Mastering Microsoft Dynamics CRM 2016 An advanced guide for effective Dynamics CRM customization and development

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Product type Paperback
Published in Nov 2017
Publisher Packt
ISBN-13 9781786466617
Length 402 pages
Edition 1st Edition
Languages
Concepts
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Table of Contents (13) Chapters Close

Preface 1. History of Dynamics CRM FREE CHAPTER 2. Working with Sales 3. Working with Services 4. Working with Marketing 5. Working with the XRM Framework 6. Analytics with CRM 7. Workflow Development with Dynamics CRM 8. Client-Side Scripting 9. Enhancements for Mobile 10. Plugin Development with Dynamics CRM 11. Business Process Flows and Business Rules 12. New Features in CRM 2016

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:

  1. 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...
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