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Microsoft Dynamics CRM 2011 – Role Based Forms

Microsoft Dynamics CRM 2011 – Role Based Forms (Courtesy : http://www.powerobjects.com/blog/2010/12/07/microsoft-dynamics-crm-2011-role-based-forms/)

Another exciting new feature in CRM 2011, is the ability to have different forms for different security roles. For Example: You may want the Account form show different fields, for different security roles to maximize the important information that is displayed for each role.
Each Entity has two forms created by default: A “Main” Form and a “Mobile” Form. (Mobile Express)
By Default, the “Main” form is set so that all security rolls use this form whenever they access the Entity. However, with a few minor changes, additional Forms can be created to Rearrange/Add or Remove Information to maximize productivity for different users in CRM.
Let’s take a look at the Account Form.... Read More

Comments

test said…
Nice article. Good work.
October 11, 2011 at 7:58 AM
Ivana said…
Thanks for sharing very good stuffs about CRM, it provides useful information to engage more customer and increase the sales. Since there are so many CRMs on the market, it’s good to look for ones that fit your needs and provides contact manager app so that it will be easy for you to access using different devices.
December 8, 2020 at 3:17 PM
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