Tuesday, February 7, 2012

Multiple Forms for Each Entity

A new feature in CRM 2011 has been added is Multi Forms.

Multi forms used to create and custom Main page and change the layout for each forms.

The example for this feature if customer has a few Business Unit and each one of them should see case (incident) with a different fields (different layout)

Example:
Define the form layout
  Assign security roles to view the forms

Publish the changes and connect with user assign to security role. (Need to remove the default Main Form from the relevant security role.
1.       In summary this feature ( I think this is more the standard feature) very very useful to develop a good program from correct customer structure
Enjoy,
Rami Heleg

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