Entities in Dynamics CRM can be accessed from various parts of the system, and their information can be presented in various formats. This feature contributes to the 360-degree view of customer data.
In order to enable this functionality, the entities in Dynamics CRM present a variety of standard views that are available for customization. These include standard entity forms, quick create forms, and quick view forms. In addition, for mobile devices, we can customize mobile forms.
With the current version of Dynamics CRM 2015, most of the updated entities now have four different form types, as follows:
The main form
The mobile form
The quick create form
The quick view form
Various other forms can be created on an entity, either from scratch or by opening an existing form and saving it with a new name. When complex forms need to be created, in many circumstances, it is much easier to start from an existing entity form rather than recreating everything.
We have role-based forms...