O'Reilly logo

Mastering Microsoft Dynamics CRM 2016 by Deepesh Somani

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Scenario 1

Roy is the CRM administrator at Acme Ltd. He wants to explore the mobile capabilities that are available, preview the account entity form, and check the look and feel of the form in Microsoft Dynamics CRM 2016 mobile and tablet applications.

The following steps are required for the CRM administrator:

  1. Navigate to Settings | Customizations | Customize the System:
  1. A popup window will open with all the customization components of the system (Solution: Default Solution). Expand the entities. Select Account and pick Forms:
Note:

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required