Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Customizing forms


In Dynamics CRM, forms comprise various elements. We have various layout elements, including tabs and sections, iframes, sub-grids, and spacers. At the lowest level, we have data fields, which can be placed within some of the previously mentioned containers. Forms can be customized by opening a solution, adding or navigating to the entity you intend to customize, and opening or creating the form to be customized.

Once you have the form open, you can start customizing the form elements. You can add or remove various elements using the controls available on the form's customize screen and the ribbon.

Let's take a look at each one of these elements in detail. We will analyze the form designer and look at all the major elements involved in the customization process.

Tabs

A tab is the highest level of grouping used for the elements of the form. A tab can be set to open by default as expanded or collapsed. Clicking on the tab name in an open form allows the user to expand or collapse...