Customizing Forms

The Microsoft Dynamics CRM user interface can be customized to meet an organization’s requirements. Forms can be modified to show only those fields that are required.

Depending on what version of Microsoft Dynamics CRM you are using, you may have access to Classic forms and/or Process forms. The process forms are designed to work across all platforms, particularly touch devices. They are designed to have everything within one screen without having to open multiple dialogs as is necessary with the classic forms.

The anatomy of a classic form includes the following:

  • Body. The body of the form is where all the editable information is stored. Users have the option of scrolling down the form or using the tabs.
  • Header. The form header is the part of the form that is visible even as the user scrolls down or moves across tabs.
  • Footer. The footer is similar to the header, but shown at the bottom.
  • Navigation. Form navigation includes links to related records, web resources or external links.

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The process form has many of these same elements, but with a different layout:

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