How to Customize a Form - Video Tutorial

This article illustrates how to customize a form in Dynamics CRM.






1. Log in to Microsoft Dynamics CRM.

2. Click on Settings.

3. Click on Customizations.

4. Click on Customize Entities.

5. Select the Entity you would like to customize the form for.

6. Click on Forms and Views.

7. Select the form you wish to customize.

8. From here you can add/remove Tabs, Sections, Fields, IFRAME's, and also change properties.

 

Click Here for Video Tutorial

  • 0 Benutzer fanden dies hilfreich
War diese Antwort hilfreich?

Mehr zum Thema

Keyboard Shortcuts

General Keyboard Shortcuts   Copy text. CTRL+C Paste text. CTRL+V...

How to Create a Knowledge Base

This article illustrates how to create a Knowledge Base within CRM Dynamics.     1. Log in...

Does Seattle Server Support External Connectors?

Any external connector that requires access to the CRM system can do so via the built-in...

How To: Upload and Register CRM Plugins

The CRM Plugin Registration Tool enables CRM developers to customize their CRM experience by...