User Interface Customization Overview
So far we’ve learned about customizing Microsoft Dynamics CRM 2011 using the “behind-the-scenes” techniques such as creating custom entities, attributes, and relationships. In this chapter User Interface Customization , we’ll focus on customization techniques that make a much bigger impact on your users’ experience by learning how to customize forms, views, and charts.
In coming section we will learn about:
A form is a web page used to create, update, and view information about a single record. There are two form types—main form (used in the CRM web client and CRM for Outlook) and mobile form (used in the CRM Mobile Express client).
Most system entities and all custom entities have at least one main form that can be customized. You can preview the create, update, and read-only versions of a form. Mobile forms can also be customized.
Role-based forms enable you to create multiple forms for an entity and restrict access to users with specified security roles. There must always be one form enabled for fallback, which is the form displayed to users who do not have a security role that enables them to view any of the role-based forms.
If users have access to multiple forms, you can reorder the forms in the form selector. A view displays a filtered list of records displayed in rows with columns displaying field values. There are two view types—system views and personal views.
Most system entities and all custom entities have several important system views. There are several customization features available for views. A chart is a graphical visualization of data in your CRM system. There are two categories of charts—system charts and user charts.
Charts are based on a view. Aggregate options can be applied to chart series depending on whether the series field is numeric or non-numeric. Grouping options can be applied chart categories, if the category field is a date-time field. System charts can be exported, modified, and reimported. This is a useful technique
for making advanced customizations to the chart XML that cannot be achieved with the Chart Designer feature.
User charts can be exported and then reimported as a system chart. This is a useful technique for making a user’s user chart available to all other users as an organization-owned system chart.
This chapter is a part of MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration Prep course. More chapters in this course are
The Practice tests included in this course are: