Microsoft Dynamics® CRM Training

Role Tailored Forms

Video Details
Role tailored forms in Microsoft Dynamics CRM Online 2011 allow system administrators to present relevant data to specific user types. This video covers the steps of creating a role tailored Account form designed specifically for users under the Marketing Professional security role. We customize the form using the drag-and-drop customization capabilities of CRM Online, and remove fields that are not pertinent to the needs of our marketing team. It is important to understand that this function does not remove or displace data. It presents only the information that we as the system administrator deem relevant to a particular security role, while pulling that data from a common source.

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