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FORMS
IN
DYNAMICS CRM 2015
AGENDA
 Form Types
 Role Based Forms
 Optimization & AutoSave
FORM TYPES
1. Main Form
2. Mobile Form
3. Quick Create Form
4. 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 b...
THANK YOU!
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Forms in Microsoft Dynamics CRM 2015

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Creating various Types of forms, optimizing them and applying security.

Veröffentlicht in: Software
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Forms in Microsoft Dynamics CRM 2015

  1. 1. FORMS IN DYNAMICS CRM 2015
  2. 2. AGENDA  Form Types  Role Based Forms  Optimization & AutoSave
  3. 3. FORM TYPES 1. Main Form 2. Mobile Form 3. Quick Create Form 4. Quick View Form
  4. 4. FORMS HOME SCREEN
  5. 5. CREATING NEW MAIN FORM
  6. 6. CREATING NEW MOBILE FORM
  7. 7. CREATING NEW QUICK VIEW FORM
  8. 8. CREATING NEW QUICK CREATE FORM
  9. 9. ROLE BASED FORMS  Forms for specific roles  Contingency Form vs Generic Form
  10. 10. ENABLING SECURITY ROLE
  11. 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. 12. THANK YOU!

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