Here's a quick recap of what we've learned in this chapter:
A form is a web page used to create, update, and view information about a single record. There are two form types—main form (used in the CRM web client and CRM for Outlook) and mobile form (used in the CRM Mobile Express client).
Most system entities and all custom entities have at least one main form that can be customized. You can preview the create, update, and read-only versions of a form. Mobile forms can also be customized.
Role-based forms enable you to create multiple forms for an entity and restrict access to users with specified security roles. There must always be one form enabled for fallback, which is the form displayed to users who do not have a security role that enables them to view any of the role-based forms.
If users have access to multiple forms, you can reorder the forms in the form selector.
A view displays a filtered list of records displayed in rows with columns displaying field values. There are two view...