Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By: Nicolae Tarla

Overview of this book

Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We’ll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we’ll also cover the latest advancements in CRM’s mobile capabilities and its complete offline support so you can better customize it.
Table of Contents (13 chapters)
Microsoft Dynamics CRM 2016 Customization Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface
Index

Entity Forms, Quick View, and Quick Create Forms


The most common customization to the Microsoft Dynamics CRM platform is the ability to modify an entity form. We can add, remove, and hide fields and sections on the form, as well as implement logic to make the form behave in a dynamic fashion. First, let's look at a standard form, and what components are part of it.

The Entity Form

With the current version being Dynamics CRM 2016, most of the updated entities now have four different types of forms. They are 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.

The Main Form is the default form associated with an entity. This form will be available by default when opening a record. There...