Q&A

Q. Are there fields available to use that are not displayed on the default forms?

A. Yes. Microsoft Dynamics CRM comes with a large number of fields that are not included on the initial default screens. These can be used as they are or renamed.

Q. How do I add values to the drop-down lists?

A. You add values to the drop-down lists by editing an attribute that is of type picklist, you can also associate option lists with picklist fields.

Q. I want to offer the entry of an account number on two different sections in the account form. Can this be done?

A. Yes, you can display the account number field on different sections of the form multiple times.

Q. How do I create a personal view that is not available to other users in the system?

A. You ...

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