Crm 2011 Preview Form capability RRS feed

  • Question

  • I don't see the equivalent of the Crm 4.0 Preview Form functionality in Crm 2011. How do we do that?
    Monday, August 8, 2011 8:36 PM


  • Hi,

    Are you talking about the Entity Grid Records preview functionality or CRM form cusotmization preview?

    Entity Grid Records preview

    The functionality is no longer available in CRM 2011 web client but it is available for Outlook client and Outlook Reading Pane shows all form fields and it is not customizable as it was in CRM 4.0.

    CRM Form Preview

    You can see the form preview from Form Custmization designer. i.e. open Accont Form, in ribbon toolbar click on Customize Tab and then click on Customize Form, In form Customizaiton Click on Preview button and select preview type i.e. Create Record, Update Record or Read Only.

    Jehanzeb Javeed

    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    Monday, August 8, 2011 8:40 PM