Microsoft Dynamics® CRM Training
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This lesson highlights the composite fields feature introduced in Microsoft Dynamics CRM 2013 and the Fall’13 release of CRM Online. Composite fields are made up of multiple fields in order to save screen real-estate. They currently work exclusively for the Full Name field, fusing First, Middle, and Last names, and the Address fields.
When editing these composite fields, an in-line fly-out menu appears, listing all of the fields that make up the composite. For example, let’s click the Full Name field in this Contact record. A fly-out menu appears that lists the First Name, Middle Name, and Last Name fields. These fields are then fused to display the full name following the format set in the System Settings. By default, the Middle Name is hidden from the Full Name field.
The same goes for the Address fields. Clicking the Address brings up a fly-out menu that lists the 7 fields that make up a full address. The Address block is then formatted based on the Country/Region field.
In this manner, composite fields compress, streamline, and simplify forms. However, at the time of this recording, composite fields are not customizable. We cannot create our own composite fields nor adjust the fields that make up the Full Name and Address fields. If we use custom fields that make up the address, for example a state/province field as an option set instead of the default text field, then we will need to remove the Address block field and put each individual field on the form.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.