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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!