
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:
Thanks,
Sam
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I have the same question (0)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.