web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

CRM 2016 - How flexible is CRM 2016 Customization?

(0) ShareShare
ReportReport
Posted on by

Hi All,

I'm a junior CRM customizer and I would like to know how flexible is CRM 2016 Customization? I use the built-in tools to create forms, dashboards, and views but the tools just allow to create with pre-set layouts and very limited.

In the form editor, you can't create side by side tabs (tabs stack horizontally), you can't change the font, size of text, you can't apply CSS style for a field, you can't adjust the margin between 2 tabs, the padding between content and the box

In the view, you can't include an image field in a view for custom entities, max column width is 300px, can't define the height of the row, can't define additional controls

In dashboards, there are only 6 templates to choose, and can't add a custom one, or define your own layout such as number of columns (however I can do this through the FormXml element by adding more column in the columns element), can't apply CSS style

So my questions are:

  1. Is it possible to further customize the layout using built-in tool?
  2. Is it best practice to modify the FormXml element and modifying existing xml schema to support more elements?
  3. Can I override existing CSS style?

Thanks,

Sam

*This post is locked for comments

I have the same question (0)
  • Verified answer
    jlattimer Profile Picture
    24,562 on at

    1. You're limited to what's in the form designer. 

    2. Modifying the formXML is possible - but you'd need to make sure it validates: https://msdn.microsoft.com/en-us/library/gg334493.aspx

    3. There are some capability to change color schemes but nothing that translates into the main views/forms: https://technet.microsoft.com/en-us/library/dn949334.aspx

    You could introduce HTML web resources to forms to further enhance layout and styles but they wouldn't effect any native form elements.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans