Microsoft Dynamics® CRM Training

Form Templates

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In Microsoft Dynamics CRM, role based forms are a useful feature that allow you to create multiple forms for a single entity. Creating multiple forms can be tedious though, especially if you need to create a lot of them. While there is no form template feature, you can create new forms based on existing ones.

In this lesson, we’ll show you how to do this, as well as discuss logical form naming and creating forms based on the new form experience.

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