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

1. FORMS
IN
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

4. FORMS HOME SCREEN

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

10. ENABLING SECURITY ROLE

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!