Forms in Microsoft Dynamics CRM 2015
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This document discusses different types of forms in Dynamics CRM 2015 including main forms, mobile forms, quick create forms, and quick view forms. It also covers role-based forms tailored for specific security roles and how to configure optimization and autosave settings to improve form performance. The key types of forms are main forms for regular data entry, mobile forms optimized for small screens, and quick create and quick view forms for simplified data entry and viewing.
Forms in Microsoft Dynamics CRM 2015
- 2. AGENDA Form Types Role Based Forms Optimization & AutoSave
- 3. FORM TYPES 1. Main Form 2. Mobile Form 3. Quick Create Form 4. Quick View Form
- 5. CREATING NEW MAIN FORM
- 6. CREATING NEW MOBILE FORM
- 7. CREATING NEW QUICK VIEW FORM
- 8. CREATING NEW QUICK CREATE FORM
- 9. ROLE BASED FORMS Forms for specific roles Contingency Form vs Generic Form
- 11. OPTIMIZATION & AUTOSAVE Keep fields less in number. Avoid using excessive scripts especially on load. AutoSave can be configured at – Settings > Administration > System Settings > General Tab. Default timeout is 30 seconds. Autosave won’t work if required field is blank.
- 12. THANK YOU!