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:

CRM Implementation

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):

MSCRM Implementation

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:

  1. Configure all the fields needed on the Role Based Form and then when ready hit "Save As" on the top ribbon:

  1. Enter the appropriate form name and click OK

  2. Now if you check the forms area, you will find the new form with the appropriate name available:

It's easy, it's simple and can add  good flavor to your CRM implementation.

Happy CRM'ing!