vb net qr code generator free FIGURE 7-21 Assign Security Roles dialog box in VB.NET

Generation QR Code JIS X 0510 in VB.NET FIGURE 7-21 Assign Security Roles dialog box

FIGURE 7-21 Assign Security Roles dialog box
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In this dialog box, you can choose to display the form to everyone or select specific security roles that will have access to the form. In addition, you can indicate whether the form should be the default form or the fallback form, for users who do not have a form assigned to their security role. This option will only be enabled if more than one form of the same form type has been created.
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7 Entity Customization: Forms
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Note When security roles are copied, the permissions to forms are not replicated on the new
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role. Therefore, each time you create a security role, you need to add the role to the forms users with the role will need to access. Fortunately, Microsoft Dynamics CRM requires at least one form be enabled as the fallback, so as long as the security role contains permission to an entity, users with the role will be able to see the fallback form.
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If a security role is assigned to multiple forms for the same entity, you need to make sure the form order is set appropriately, so the correct form appears when users with the role open a record. We will get into how this is handled later in this chapter.
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Show Dependencies
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As discussed in 5, Solutions Overview and Concepts, Microsoft Dynamics CRM tracks dependencies to ensure that components used by other areas in the application are not deleted. You can view a form s dependencies by clicking the Show Dependencies button in the Home tab in the ribbon. The Form Dependencies dialog box displays the components dependent on the form as well as the required components on which the form depends, as shown in Figure 7-22.
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FIGURE 7-22 Form Dependencies dialog box
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Configure Managed Properties
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As you learned in 5 the managed properties of a solution or component allow you to control the customization of the item when it s installed in another Microsoft Dynamics CRM organization. Forms can also be managed, meaning you can prevent others from changing the
Part II Solutions
layout, fields, and other form properties when the associated entity is imported into another organization. To mark the form as managed, click the Managed Properties button in the Home tab of the form ribbon and select whether the form should be customizable, as shown in Figure 7-23.
FIGURE 7-23 Managed Properties of System Form dialog box
When the Customizable field in a form s managed properties is set to False, users working in an environment where a managed solution including this form has been installed will not be able to change the form.
Form Controls
Controls allow you to extend what is displayed on the form beyond the entity s fields. By using controls, you can display anything from related records to other websites or data from other applications, all within the familiar user interface of Microsoft Dynamics CRM. The types of controls you can add to forms include:
Sub-grids Grids displaying data from related records on the form. This prevents users from having to click out of the main form to view related information. Web Resources Custom files stored in Microsoft Dynamics CRM to extend the appearance and functionality of Microsoft Dynamics CRM, including HTML files, JavaScript, static images, and Silverlight applications. Web resources are discussed in detail in 11. Spacers Blank spaces used when designing the layout of forms. IFrames In Microsoft Dynamics CRM, you can display an IFrame (also known as an inline frame) on a form. Think of an IFrame as a window in the form that you can use to display a different web page inside the window frame. We explain IFrames in more detail and give examples later in this chapter. Notes List of the notes related to the record on the form. This option is only available if a Notes control does not already exist on the form. Navigation Link Links available in the navigation pane, including web resources and external URLs. This option is only available when you are editing the navigation area.
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