create two types of organisation forms RRS feed

  • Question

  • Hi i have zero dynamics experience first and foremost , can someone give me some pointers on creating two organization forms. I need one with a Sales view with extra fields and a condensed version of the same organization for the support desk. Can we achieve this?


    Tuesday, February 24, 2015 4:46 PM

All replies

  • You can.

    A guide on how to can be found on f.ex. https://www.powerobjects.com/blog/2010/12/07/microsoft-dynamics-crm-2011-role-based-forms/

    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Proposed as answer by RuneDaub Wednesday, February 25, 2015 9:44 AM
    Wednesday, February 25, 2015 9:44 AM
  • Thanks will take a look at the article and mark as answer when sorted 
    Wednesday, February 25, 2015 12:25 PM
  • ok the articles useful, i have targeted the security roles group and published, when a user in that security role group logs in they don't get the custom form. any ideas? Thanks
    Wednesday, February 25, 2015 8:15 PM