2011 User's Guide Copyright

Edit section properties

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, expand Entities, and then expand the entity you want.
   
5. 
   Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
   
6. 
   Click the section that you want to edit. Then, on the Home tab in the Edit group, click Change Properties.
   
7. 
   In the Section Properties dialog box, on the Display tab:
   

1. 
   Enter a unique name in Name.
   
2. 
   In the Width text box, set the width of the label area for the fields in the section.
   
3. 
   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.
   

8. 
   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.
   
9. 
   Click OK.
   
10. 
    You can preview how the main form will appear and how events will function:
    

1. 
   On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
   
2. 
   To close the Preview form, on the File menu, click Close.
   

11. 
    When you finish editing the form, click Save and Close to close the form.
    
12. 
    When your customization 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.
  
• 
  To publish customizations for all unpublished components at one time, click Publish All Customizations.
  

Edit tab properties

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, expand Entities, and then expand the entity you want.
   
5. 
   Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
   
6. 
   Click the tab you would like to edit. Then, on the Home tab, click Change Properties. The Tab Properties dialog box opens.
   
7. 
   On the Display tab, enter a unique name in Name.
   
8. 
   On the Formatting tab, specify whether you would like the tab to have one or two columns.
   
9. 
   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)
   
10. 
    Click OK.
    
11. 
    You can preview how the main form will appear and how events will function:
    

1. 
   On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
   
2. 
   To close the Preview form, on the File menu, click Close.
   

12. 
    When you finish editing the form, click Save and Close to close the form.
    
13. 
    When your customization 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.
  
• 
  To publish customizations for all unpublished components at one time, click Publish All Customizations.
  

Add or edit form navigation for related entities

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, expand Entities, and then expand the entity you want.
   
5. 
   Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
   
6. 
   To add a link to a related entity, on Home tab, in the Select group, click Navigation. Relationship Explorer opens on the right side of the form editor.
   
7. 
   In the Relationship Explorer list, select the related entity you want, drag it to the Navigation Pane, and drop it where you want it to be displayed.
   

1. 
   To edit the properties for this or any other related entity link in the Navigation Pane, select the link, and then on the Home tab, click Change Properties.
   
2. 
   In the Relationship Properties dialog box, on the Display tab, type a new display label.
   
3. 
   On the Name tab, you can view details about the entity relationship for this link. Click the Edit button to view or edit the relationship record. More information: Create, edit, or view 1:N relationships between entities (see "Create or edit 1:N relationships between entities" on page 573), Create or edit N:N relationships between entities (on page 580)
   
4. 
   Click OK.
   
5. 
   You can preview how the main form will appear and how events will function:
   

1. 
   On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
   
2. 
   To close the Preview form, on the File menu, click Close.
   

6. 
   When you finish editing the form, click Save and Close to close the form.
   
7. 
   When your customization 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.
  
• 
  To publish customizations for all unpublished components at one time, click Publish All Customizations.