Marking accounts for review

Sometimes we need to flag an account to make it obvious to the user that some action needs to take place. This recipe will show you two ways to do that. First off, we will put a different border color around the form. Secondly, we will add a colored title to the form, including a message to the user.

Getting ready

For the purpose of this exercise, we can reuse an existing solution. If none exists, create one. Make sure that you have at least the system customizer permission.

How to do it...

Open the solution and perform the following tasks:

  1. Add the Account entity to your solution if not already added.
  2. If asked to add related entities, click on Yes.
  3. Open the main Account form for editing.
  4. Add a new text field named new_opencases ...

Get Microsoft Dynamics CRM 2011 Scripting Cookbook now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.