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Book Overview & Buying
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Table Of Contents
Microsoft Dynamics CRM 2011 Cookbook
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In this recipe, we will discuss how to create and customize the Mobile Express form. Dynamics CRM 2011 allows us to create multiple mobile forms.
In this recipe, we will first discuss the steps to create a new Mobile Express form and then we will discuss the customization options of a Mobile Express form.
Log in to the Dynamics CRM 2011 system as a system administrator or with a relevant security role.
Navigate to Settings | Customizations | Solutions and change the view to Unmanaged Solutions, if not already selected.
Then double-click on the unmanaged solution to open it.
In the expanded solution page, navigate to Components | Entities | <Entity> | Forms.
To create a new Mobile Express form, go to New | Mobile Form in the actions toolbar.
To customize a mobile form, double-click on the mobile form to be customized. Then follow the next steps in either of the previous scenarios.
The Mobile Entity: <Entity Plural Name> form will appear...
Change the font size
Change margin width
Change background colour