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One of the great features of Microsoft Dynamics CRM 2011 is the role based form or the ability to create multiple forms for the same entity and exposing them based on a user's security role.
Today, we'll discuss a neat best practice that may often be ignored during CRM implementations.
If you open any out of box CRM entity, you will find two forms available by default as shown below:
Now when you add a new form and do not name it, it will get added as a New Form, if you do not rename it and just save it in CRM (as shown below):
The above form may not be very meaningful for an end user using the application.
Instead you can do the following while creating a new form:
It's easy, it's simple and can add good flavor to your CRM implementation.
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