Microsoft Dynamics CRM 2016 Customization - Second Edition

Entity Forms, Quick View, and Quick Create Forms

The most common customization to the Microsoft Dynamics CRM platform is the ability to modify an entity form. We can add, remove, and hide fields and sections on the form, as well as implement logic to make the form behave in a dynamic fashion. First, let's look at a standard form, and what components are part of it.

The Entity Form

With the current version being Dynamics CRM 2016, most of the updated entities now have four different types of forms. They are as follows:

• The Main Form
• The Mobile Form
• The Quick Create Form
• The Quick View Form

Various other forms can be created on an entity, either from scratch or by opening an existing form, and saving it with a new name. When complex forms need to be created, ...