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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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Form Customizations

Because Microsoft Dynamics CRM 2013 supports more than one type of form, you can create new form designs and layouts, as well as Quick Create and Quick View forms. Quick Create forms allow users to create records quickly and with fewer fields on the form, without leaving the entity with which you’re working. Quick View forms show the data of the parent record on a child record form.

The next 11 sections explain how you can customize a form using features within Microsoft Dynamics CRM 2013.

Add, Remove, or Move Tabs

The tabs in CRM 2013 behave differently than in earlier versions. Even though they are still called tabs, the tabs names do not display on the side navigation bar as links pointing to bookmarks in the form. You ...

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