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In the Navigation Pane, click Settings.
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Under Customization, click Customizations.
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In the Customization area, click Customize the System.
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Under Components, expand Entities, and then expand the entity you want.
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Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
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On the Insert tab, click either One Column or Two Columns.
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Click the tab you would like to edit. Then, on the Home tab, click Change Properties. The Tab Properties dialog box opens.
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On the Display tab, enter a unique name in Name.
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On the Formatting tab, specify whether you would like the tab to have one or two columns.
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On the Events tab, you can add and edit form libraries and the TabStateChange event, which indicates when the tab is expanded or collapsed. More information: Add or edit event scripts for fields and forms (on page 514)
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Click OK.
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When you finish editing the form, click Save and Close to close the form.
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You can preview how the main form will appear and how events will function:
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On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
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To close the Preview form, on the File menu, click Close.
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When your customizations are complete, publish them:
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To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
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To publish customizations for all unpublished components at one time, click Publish All Customizations.
Add a section to a form -
Click the tab area where you would like to add a section.
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On the Insert tab, in the Section group, click One Column, Two Columns, Three Columns, or Four Columns.
The new section is added to the bottom of the tab. You can edit its properties.
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Click the section that you want to edit. Then, on the Home tab in the Edit group, click Change Properties.
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In the Section Properties dialog box, on the Display tab:
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Enter a unique name in Name.
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In the Width text box, set the width of the label area for the fields in the section.
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Select the Visible by default check box if you want to display the field. If you clear this check box, the field does not display in the Reading Pane in Microsoft Dynamics CRM for Microsoft Office Outlook. The field displays in the Microsoft Dynamics CRM web application unless you use JScript to define other behavior. In the web application, JScript overrides this check box.
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On the Formatting tab, click the option for the number of columns you want. Also, click the options for field label alignment and field label position.
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Click OK.
Control which forms are available to users
You can control form and field access by assigning different security roles to different forms that you create.
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In the Navigation Pane, click Settings.
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Under Customization, click Customizations.
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In the Customization area, click Customize the System.
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Under Components, expand Entities, and then expand the entity you want.
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Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
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On the Home tab, in the Form group, click Assign Roles.
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In the Assign Roles dialog box, select the security roles to which this form will be available. More information: Controlling Data Access
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To make this the fallback form, select the Enabled for fallback check box.
At least one form per entity must be a fallback form, the form that is displayed to a user when no other form is available for that user's security role.
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Click OK.
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You can preview how the main form will appear and how events will function:
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On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
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To close the Preview form, on the File menu, click Close.
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When you finish editing the form, click Save and Close to close the form.
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When your customization is complete, publish it:
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To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
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To publish customizations for all unpublished components at one time, click Publish All Customizations.
You cannot add new headers or footers to the form, or move or remove the existing headers. You can edit the header and footer sections and properties.
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In the Navigation Pane, click Settings.
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Under Customization, click Customizations.
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In the Customization area, click Customize the System.
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Under Components, expand Entities, and then expand the entity you want.
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Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
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On the Home tab, in the Select group, click Header or Footer.
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To edit the properties, on the Home tab, in the Edit group, click Change Properties.
The Header Properties or the Footer Properties dialog box opens.
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On the Display tab, specify the width of the field label.
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On the Formatting tab, specify the number of columns you want in the header or footer. You can also specify field label alignment.
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Click OK.
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To add fields to the header or footer, in Field Explorer, select a field and drag it to the spot in which you want it to display.
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When you finish editing the form, click Save and Close to close the form.
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You can preview how the main form will appear and how events will function:
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On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
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To close the Preview form, on the File menu, click Close.
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When your customizations are complete, publish them:
-
To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
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To publish customizations for all unpublished components at one time, click Publish All Customizations.
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