Microsoft Dynamics CRM (Archived)

Using Forms,etc for different organizations

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Posted on by Mick_4711

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Hi together,

I've got a question concerning the best use of forms, etc, when there are different organizations using one CRM system.

So, the situation is, that there's one subsidiary already using the system and another should be integrated soon.

I couldn't find any information how to solve this the best way.

Does anybody maybe have a link to a tutorial or something similar?

This would be awesome.

Many thx in advance and have a nice weekend.

Best regards

Mick

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Alex Fun Wei Jie 33,628 on at

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Hi,

you can either use JS to switch the form based on user's organization , or use role based form.

JS

[View:https://community.dynamics.com/crm/b/crmandunifiedservicedesk/archive/2015/11/01/javascript-form-navigate:750:50]

Role based form

[View:https://community.dynamics.com/crm/b/microsoftdynamicscrmsolutions/archive/2015/07/06/role-based-forms:750:50]

- required you to create multiple security role for different organizations.

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unizap on at

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Hi,

You may try creating separate business unit for each organization/subsidiary. Follow the blog post below on how to create business unit specific forms.

https://community.dynamics.com/crm/b/thecrmwizondynamicscrm/archive/2016/02/16/role-based-forms-and-child-business-units

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gdas 50,091 Moderator on at

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Hi ,

I believe you are aware that if you define multiple organization then you will be always access different instance of every organization no matter what form you have in other organizations. So Entity , forms and fields all components are organization specific.

You can control specific form show /hide assigning security role to the user , that is only the recommended options.

docs.microsoft.com/.../assign-security-roles-form

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Mick_4711 552 on at

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Yes, It's build more or less like this:

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Mick_4711 552 on at

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Many thanks to you all! You helped me a lot!

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Mick_4711 552 on at

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I've got another question concerning forms.

When I make changes to the form and import this from DEV to PRODUCTION, the order of the fields isn't the same.

One fieldname is even different too.

Now I read that I have to merge the form with the Information Form and save it. I did. Imported the solution and for this I chose the overwrite-option.

But the order and the one fieldname stayed wrong.

What did I do wrong?

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gdas 50,091 Moderator on at

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Hi Mick,

Always create new section and put the fields there instead of merging the section fields . If you want to add any fields in an existing forms it will always put in the last field due to merge form XML . You can rearrange the fields in your production environment after post deployment.

msdn.microsoft.com/.../gg309329.aspx

Hope this helps.

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Mick_4711 552 on at

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Thanks Goutam.

This helped.

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