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Main Form in MS CRM 2011 RRS feed

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    Hi,

    What is the use of cretaing the multiple Main forms in MS CRM 2011.

    Can we set the newly cretaion Main form as default?

    Please let me know if any other benefits of this feature.

     

    Yadav
    Wednesday, September 7, 2011 5:16 AM

Answers

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    Hi Yadav,

    Please check this http://www.resultondemand.nl/support/blog/post/Microsoft-CRM-2011-Multiple-Forms-basics.aspx

    Mahain : MS CRM Freelancer
    Wednesday, September 7, 2011 5:45 AM
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    Multiple forms is a very useful feature. We can set any form as fall-back (default) form. Main form will always remain fall-back form. Multiple form are usually used to create multiple presentation of same data. It is usually drived based on roles. For example, sales may need to look at contact in a different way while finance department may need to look at contact in a different way.

     

    Ayaz Ahmad CRM Solutions Architect | http://ayazahmad.wordpress.com
    Wednesday, September 7, 2011 5:47 AM
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    Hi,

    We can change the order of the Form in which the system will prioratize before displaying the form and also can restrict by assigning it to a particualr security role, having a multiple form is very benifited in case of multiple departments using the same form to enter different fields i.e. Customer Service department is using the Task activity form to input Task related details customized as per their need and Sales department is also using Task activity form to input Task related details as per their need so in this case we should create two forms and only assign the Customer Service department customized form to Customer Service department security roles and assign the Sales department customized form to Sales department security roles.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, September 7, 2011 7:23 AM

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  • Question
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    Hi Yadav,

    Please check this http://www.resultondemand.nl/support/blog/post/Microsoft-CRM-2011-Multiple-Forms-basics.aspx

    Mahain : MS CRM Freelancer
    Wednesday, September 7, 2011 5:45 AM
    Moderator
  • Question
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    0
    Sign in to vote

    Multiple forms is a very useful feature. We can set any form as fall-back (default) form. Main form will always remain fall-back form. Multiple form are usually used to create multiple presentation of same data. It is usually drived based on roles. For example, sales may need to look at contact in a different way while finance department may need to look at contact in a different way.

     

    Ayaz Ahmad CRM Solutions Architect | http://ayazahmad.wordpress.com
    Wednesday, September 7, 2011 5:47 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    We can change the order of the Form in which the system will prioratize before displaying the form and also can restrict by assigning it to a particualr security role, having a multiple form is very benifited in case of multiple departments using the same form to enter different fields i.e. Customer Service department is using the Task activity form to input Task related details customized as per their need and Sales department is also using Task activity form to input Task related details as per their need so in this case we should create two forms and only assign the Customer Service department customized form to Customer Service department security roles and assign the Sales department customized form to Sales department security roles.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, September 7, 2011 7:23 AM