FORMS IN

DYNAMICS CRM 2015

AGENDA

Form Types Role Based Forms Optimization & AutoSave

FORM TYPES

1. Main Form2. Mobile Form3. Quick Create Form4. Quick View Form

FORMS HOME SCREEN

CREATING NEW MAIN FORM

CREATING NEW MOBILE FORM

CREATING NEW QUICK VIEW FORM

CREATING NEW QUICK CREATE FORM

ROLE BASED FORMS

Forms for specific roles Contingency Form vs Generic Form

ENABLING SECURITY ROLE

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.

THANK YOU!