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Role-based forms are a great way to simplify CRM for users by showing them only what they need to see for their job role. But be careful! There are pros and cons to using role-based forms in Dynamics CRM. The use of role-based forms can cause issues when merging records. Some fields may contain data but the Merge functionality only shows the fields that the user sees on their role-based form (or, if they have access to multiple forms, the last used role-based form).
Luckily this is easy to remedy.
We’ll discuss how to keep fields hidden from the user on the form, but ensure they are displayed in the Merge functionality.
With those things in mind, let’s get started!
First, are you on Dynamics CRM 2011 or Dynamics CRM 2013? (Click and you’ll jump down to the instructions you need.)
Now that we’ve shown you how to add fields to the form and hide them, the merge functionality should work perfectly. For more information on forms check out our blogs and all their functionality. Happy CRM’ing!
The post Adding Fields to the Merge Functionality in Dynamics CRM when Using Multiple Security Role-based Forms appeared first on PowerObjects.