Microsoft Dynamics® CRM Training
Adding Fields and Configuring Forms 01
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Adding Fields and Configuring Forms 01
There are a number of ways to add fields and configure forms in Microsoft Dynamics CRM Online 2011. One way is in context of the record you are working in, which is what we’re going to do in this video. This technique is helpful when you are working with a record and you realize you are missing a field or you need to customize the form to better meet the needs of your organization.
So the first thing we’re going to do is drill into Accounts. (For example, by navigating to Workplace > Customers > Accounts and selecting a view.) For the purposes of this demo, we’re going to work with sample data, which you can import into your CRM Online system from the Settings module under the Data Management section.
One the account is open, we’re going to click on the Customize tab in the ribbon. Please note that not every user will have access to the customization capabilities. This function is reserved for System Administrators or users with equivalent permissions.
To begin customizing our form, click the Form button located in the ribbon, which opens up the form designer.
Here we can begin to customize the form to better fit the needs of our business. To remove fields that you do not need, simply click on the field, and then click Remove in the ribbon. As we move through the form, we can remove and fields, sections, or tabs as we see fit. This will clean up the form for the users in your CRM Online system.
To add fields we can use the drop-and-drag capabilities in CRM Online. From the Field Explorer pane on the right, we can choose which fields we want to include in the form and simply drag them into place. Also, if we want to keep a field that’s already in the form, but we want to move it to a different section, we click and hold on the field, and then drag it to where we want.
Notice that any required fields in a form will be highlighted in red with this lock symbol. This means that the field can be moved around within the form, but it cannot be removed entirely.
Thus far, we’ve limited our changes to the body of the form, but notice that in the ribbon our editing capabilities extend beyond that. We can edit the Header, Footer, and Navigation sections of the form. To do so, simply click on the section you wish to edit. Then we have the same editing capabilities that we had in the body of the form.
We also have the ability to insert a new tab. To do so, navigate to the Insert section of the ribbon, and then, under Tab, click on the One Column or Two Column button.Â To configure the properties of this tab, simply double-click on it. (The Tab Properties dialog opens.) Here we can name the tab and configure the formatting and events of the tab. Then click OK. (The Tab Properties dialog closes.)
We can then add fields to the tab. Notice in the bottom of the right pane, we can create a new field by clicking on the button New Field. (The Field window opens with the name New for Account.)
Let’s configure this sample field here. We have the option to make it required, we can enable it for field level security, and we can enable auditing. We can also change the field type. When we’re done, we click Save and Close. (The Field window closes and our new field now appears in the list of available fields in the Field Explorer pane of the form designer.)
Then we can drag our new field into the new tab.
When we’re done making our necessary changes, click Save. To implement our changes we click the Publish button right here in the ribbon.
Now when we open an account, we will see the changes we made to the form.
This was just one of the ways to add fields and configure forms in CRM Online. Stay tuned for more videos regarding form configuration.
Thanks for watching.