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Microsoft Dynamics CRM (Archived)

Create New form based on special Condition in MS Dynamics CRM 2016

Posted on by 55

Hello,

Is there anyone could help me to create or view a customized form based on a special condition required in Microsoft Dynamics CRM 2016.

thanks

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  • Sumit Ruhela Profile Picture
    Sumit Ruhela 1,805 on at
    RE: Create New form based on special Condition in MS Dynamics CRM 2016

    Please specify your condition what you want to build. In Dynamics 2016, There is a calculated field which can do some calculations. You can also use roll up field if it needs to fetch data from related entities. I am afraid without knowing your requirement, it is difficult to guide you

  • RE: Create New form based on special Condition in MS Dynamics CRM 2016

    Thanks...

    What I want to do exactly is to calculate date and retreive it based on conditions from different entities not in the same entity. so it is possible to do it without coding custmaization since I am still learning CRM. Is there any build-in custmization to set condition from another entity and display it on the current entity field?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create New form based on special Condition in MS Dynamics CRM 2016

    Hi,

    here are some useful links:

    view: crmbook.powerobjects.com/.../customizing-views

    form: crmbook.powerobjects.com/.../customizing-forms

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