Microsoft Dynamics® CRM Training

Adding Fields and Configuring Forms 01

Video Details

Form customization is a simple process thanks to the drag-and-drop capabilities of Microsoft Dynamics CRM Online 2011. There are a couple of ways to add fields and configure forms in CRM Online.

In this video, you will learn how configure from an open record by using the Customize tab.

This video covers topics such as adding and removing fields, creating new tabs, and creating new fields.

In CRM Online, form configuration allows you to tailor the user interface in order to optimize your users’ productivity.

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