Entity Customization: Forms in VB.NET

Maker QR Code in VB.NET Entity Customization: Forms

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Entity Customization: Forms
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In this chapter: Form Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Form Customizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Form Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Form Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using Multiple Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237 241 254 262 278 283
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As we ve already highlighted, Microsoft Dynamics CRM is a flexible framework that allows you to customize the application to fit your unique business scenarios. One of the main ways the application achieves this flexibility is through the form design tool. The beauty of the customizations available in the system is that you can achieve a screen design specific to your business without hours of coding to accomplish the format you want. Configuration tools are available for both the main pages that are displayed in the web and Outlook clients as well as mobile pages that are accessed on mobile devices. In this chapter we will discuss the components of each form, how to customize those forms, and how to use multiple forms when appropriate.
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When you open a record, Microsoft Dynamics CRM displays the form for that record s entity. The various areas of each form, including the body, header, footer, and navigation pane, are shown in Figure 7-1.
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The body of the form contains all of the information that will be displayed or editable for each record in Microsoft Dynamics CRM. Fields, sub-grids of related entities, web resources, and IFrames are examples of content typically included in the body of a form. Users can scroll through the information on the form or they can quickly access different areas by using the tabs found in the left navigation pane. Tabs provide a great way to organize data fields into logical groupings. Figure 7-2 shows the ability to jump to the Details tab simply by clicking the Details link in the left navigation pane.
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