locked
crm 2013 Form RRS feed

  • Question

  • Hello All,

    I want to upgrade my CRM 2011 forms to CRM 2013 forms for some OOB entities like address, Article, Case,  connection and connection role   there is only one form (Old form) available but for Account, Contact , Lead  and opportunities forms I found the new Upgrade default forms.   

    Do I need to create a new form for those entities that have only one form to make the form 2013 or I have to leave it as is.

    Any idea for these entity forms  

    Monday, December 2, 2013 9:03 PM

All replies

  • From the CRM 2013 Implementation Guide - not all entities have been converted to use the new forms yet

    Updated entities

    Updated entities are listed in the following table:

    Account

    Appointment

    Campaign

    Campaign Activity

    Campaign Response

    Case

    Competitor

    Contact

    Contract

    Contract Line

    Email

    Fax

    Invoice

    Lead

    Letter

    Marketing List

    Opportunity

    Opportunity Product

    Order

    Phone Call

    Price List Item

    Product

    Quick Campaign

    Quote

    Recurring Appointment

    Sales Literature

    Team

    Task

    User


    Entities using classic forms

    Entities that use classic form presentation are listed in the following table:

    Address

    Article

    Article Comment

    Bulk Delete Operation

    Connection

    Discount

    Discount List

    Document Location

    Email Attachment

    Follow

    Goal

    Goal Metric

    Import Source File

    Invoice Product

    Order Product

    Price List

    Queue Item

    Quote Product

    Rollup Field

    Rollup Query

    Saved View

    Service

    Service Activity

    SharePoint Site

    Site

    Territory

    Unit

    Unit Group


    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn



    Monday, December 2, 2013 9:22 PM
    Moderator
  • Thanks Jason,

    Do you know these entities that have not been converted to use the new form ( CRM 2013 form) will be deprecated. I am in the middle of upgrading to 2013 and want to know why MS doesn't  converted them to use the new forms.

    Regards,


    • Edited by CRM Addis Tuesday, December 3, 2013 11:32 PM
    Tuesday, December 3, 2013 11:31 PM
  • Classic forms don't mean that the entity will be deprecated., these entities have significant amount of OOB functionality. The product team focused on updating forms of frequently used entities for this release (maybe because of time constraints). Below is the notes from implementation guide.

    The forms for the Updated entities and custom entities provide the most options. We selected a group of entities that are used by most people and gave them a new user experience that includes many new capabilities including support for the Microsoft Dynamics CRM for tablets client, business process flows, and business rules. One of the key requirements in providing these new experiences includes the goal that a form customizer can design once and deploy to all clients.

    Yet there are still a number of entities that retain the appearance and capabilities carried over from the previous version. Entities using classic forms weren’t updated because they are not used frequently by most people and updating them wouldn’t have a significant impact on the experience of most people using the application. This allowed us to focus our attention on the updated entities.


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by CRM Addis Wednesday, December 4, 2013 4:53 PM
    Wednesday, December 4, 2013 12:20 AM