Microsoft Dynamics® CRM Training

Custom Fields in the Process Bar

Video Details
As part of the December 2012 Service Update, new flow forms were introduced featuring a new Process Bar for the Case, Lead, and Opportunity entities. This Process Bar is not present in the Form Editor, so it may not be immediately apparent how to add custom fields to it. In this lesson, we demonstrate how to add custom fields to the Process Bar, and demonstrate how some of the field types function in the Process Bar.

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