Main form presentations

 

Applies To: Dynamics CRM 2015

The main form is used by every client except Microsoft Dynamics CRM for phones express (the previous version of the phone app). This form provides a consistent user experience whether someone is using the web application,Microsoft Dynamics CRM for phones (the latest version of the phone app), Microsoft Dynamics CRM for tablets, or Dynamics CRM for Outlook.

In This Topic

Main forms

Updated forms

CRM for phones and tablets forms

Classic forms

CRM for Outlook reading pane

Main forms

Any main forms that exist for an entity may be displayed differently depending on the factors in the following table below. When you design a main form, consider how it works in each different presentation.

Presentation	Description
Updated	For the Updated entities and any custom entities, the updated form provides a new user experience in Microsoft Dynamics CRM and Microsoft Dynamics CRM Online. These forms have the new command bar design, and enable additional features such as the command bar, auto-save, and business process flows.
CRM for tablets	Microsoft Dynamics CRM for tablets presents the content of the main form in a manner optimized for a tablet.
CRM for phones	CRM for phones presents the content of the main form in a manner optimized for a tablet.
Classic	These forms are for the entities that are not updated. They use the ribbon rather than the command bar and the navigation pane on the left side of the form. These forms have a two-column layout.
CRM for Outlook reading pane	Dynamics CRM for Outlook presents a read-only view of records in Outlook. This presentation doesn’t support form scripts.

 

CRM for phones express (the previous version of the phone app) uses the Mobile – Express form. To learn more about customizing these forms, see Create and edit mobile forms for CRM for phones express.

Updated forms

This diagram represents common components found in updated entity forms.

For updated entities, the layout of the form works with a wide range of displays and window sizes. As the width of window decreases, tab columns move down so that you can scroll down to work with them instead of being compressed or requiring you to scroll to the right.

The following table summarizes available components of the main form for updated entities.

Component	Summary
Navigation bar	Uses the data in the site map to provide the ability to move to different areas of the application. The navigation pane used in classic forms isn’t included in the updated form. In the context of a record, the navigation bar provides access to views of related records. Rather than navigating to related records using the navigation pane or by using the navigation bar, adding sub-grids configured to show useful related entity records provides a better experience for most people.
Command bar	Uses the data defined for ribbons to provide commands relevant for the record. The first five commands are displayed followed by an ellipsis () that provides a flyout menu to choose additional commands.
Image	When an entity has an image field and the entity Primary Image option is set to Default Image, an image can be displayed in the header when the form is configured to show the image. More information: Enable or disable entity options, Image fields and Form properties
Header	Fields placed in the header remain visible when people scroll down through the body of the form. Up to four fields can be placed in the header. Multiple lines of text, web resources, or IFRAMEs aren’t allowed in the header. The header and footer share some properties with sections. More information: Section properties
Process Control	When an entity has active business process flows, the process control displays below the header. More information: Business process flows
Body	The body is the scrollable part of the form that contains the tabs.
Tabs	In the body of the form, tabs provide horizontal separation. Tabs have a label that can be displayed. If the label is displayed, tabs can be expanded or collapsed to show or hide their content by clicking the label. Tabs contain up to three columns and the width of each column can be set to a percentage of the total width. When you create a new tab, each column is prepopulated with a section. More information: Tab properties
Sections	A section occupies the space available in a tab column. Sections have a label that can be displayed and a line may be shown below the label. Sections can have up to four columns and include options for displaying how labels for fields in the section are displayed. More information: Section properties
Fields	Fields display controls people use to view or edit data in an entity record. Fields can be formatted to occupy up to four columns within a section. More information: Common field properties
Spacer	A spacer allows for an empty space to be added to a section column.
Sub-grids	Sub-grids allow for the display of a list within the form. The ability to display charts using a sub-grid isn’t available in forms for updated entities.
Quick View Form	A quick view form displays data from a record referenced by a lookup field on the form. The entity that is the target of the lookup must have a quick view form before one can be added to the form. More information: Create and edit quick view forms
Web Resources	HTML and Microsoft Silverlight web resources can be added to main forms but they won’t be displayed when using CRM for phones and tablets or the Dynamics CRM for Outlook reading pane.
IFRAME	An inline-frame that you configure to show a webpage from another website. Important When the page displayed in an IFRAME is on another domain, browsers apply a higher level of security. This may complicate the requirements for the contents of an IFRAME to interact with data in the form. IFRAMEs aren’t displayed when using CRM for tablets or the Dynamics CRM for Outlook reading pane. Displaying an entity form within an IFRAME embedded in another entity form is not supported. More information: SDK: Supported extensions for Microsoft Dynamics CRM
Bing Maps	When this control is present in a form for an updated entity and the system setting Enable Bing Maps is enabled with a valid Bing Maps key, this control can be used one time in a form to show the location for one of the addresses in an updated entity. More information: Configure Bing maps
Footer	Any number of fields, web resources, or IFRAMES can be added to the footer. Fields are read-only when displayed in the footer. The header and footer share some properties with sections. More information: Section properties
Status Bar	The status bar displays the status field for the record, a notification area, and a save button.

CRM for phones and tablets forms

Most system entities and custom entities are available for CRM for phones and tablets. The main form for these entities is transformed to a presentation optimized for phones or tablets.

Entities enabled for CRM for phones and tablets

Only entities that are enabled for CRM for phones and tablets use this presentation of the main form. More information: Entities displayed in CRM for phones and tablets

Form design

CRM for phones and tablets takes many of the main form elements and presents them in a way optimized for phones or tablets. The following diagrams show the reflow from the web app to the tablet and phone apps.

Web app

 

Tablet app

 

Phone app

 

The form elements are transformed to a wide panorama layout in CRM for tablets, where users swipe the screen to change elements visible within a view port. In CRM for phones, users swipe the screen to see a different column, or pane of elements, and the process control appears over every column.

View port element

The following items are always visible within the view port in the context of a form:

• Nav bar
  The nav bar is a presentation of the sitemap that is optimized for touch. More information: Change navigation options for CRM for phones and tablets

• Home
  The home button takes users to the dashboard that is the starting page for CRM for phones and tablets.

• Process Control
  If the entity has a business process enabled, it will appear in the top right corner next to the search control in CRM for tablets, and at the top of the screen in CRM for phones.

• Search
  People can tap the search control to open the screen to search for records.

• Command Bar
  By default, some of the commands that appear in the web application do not appear in the CRM for phones and tablets apps. Similar to the web application, the command bar is context-sensitive, so the available commands change depending on what is currently viewed or selected. . More information: Change commands for CRM for phones and tablets

   

Form elements

The form elements displayed are taken from the main form and presented as a series of panels that users see through the view port.

In CRM for tablets, the first panel displays contact information about relationships that exist for the record. In CRM for phones, the first panel also displays header fields from the form above the relationship tiles.

For Contact and User forms, the top item displays a communication card for the record. The communication card provides buttons to initiate communication with the person. For other entities, a communication card is displayed if there is a Contact quick view form embedded in the main form.

You can show additional tiles based on entity relationships, but you can’t customize the the tiles for the following entities:

Entity	Tiles
Account	Owner
Contact	Company Name, Owner
Lead	Owner
Opportunity	Account, Owner

You can customize the remaining tiles with the form editor. The order is fixed, but you can set which elements are visible in the relationship panel.

In CRM for tablets, the second panel begins with the name of the first tab on the form. Any fields that are included within the header are included and then the contents of the first tab. In CRM for phones, headers appear in the first column.

If there is a process flow active for the form, the third tab displays tasks for the current stage of the process in CRM for tablets. In CRM for phones, the process control floats above the panes, expands over the user’s current pane when it’s selected, and is always visible and actionable.

The remaining panels of the form contain the contents of the tabs in the form. Any subgrids found display as a separate panel.

The CRM for phones and tablets form always displays the labels for tabs and sub-grids. The Display Label on the Form setting is not applied.

Note

To optimize performance on mobile devices, the number of objects is limited to 5 tabs or 75 fields and 10 subgrids.

Forms for CRM for phones and tablets don’t support the following:

• Web resources

• iFrames

• Bing maps

• Yammer

• Activity feeds

• SharePoint document libraries

• Parature, from Microsoft knowledge base integration

• Theming

If you’re interested in trying out a preview feature that does display web resource or iFrame elements in CRM for tablets, see Preview feature: iFrame and web resource support in CRM for tablets.

In addition, entity images are visible in list views and contact cards, but not within the actual form.

Multiple forms

CRM for phones and tablets and CRM for phones express support multiple forms but don’t provide a way for people to switch between forms if they can access more than one. People will see the first form in the form order that they have access to.

For example, if you have the following main forms for the opportunity entity and have assigned the following security roles for each one, you’ll see the form order shown in the following table.

Form Order	Form Name	Security roles
1	Sales Form One	Salesperson
2	Sales Form Two	Salesperson and Sales Manager
3	Sales Form Three	Sales Manager
4	Sales Form Four	Vice President of Sales

• People with the Salesperson role will always see Sales Form One.

• People with the Sales Manager role will always see Sales Form Two.

• People with the Vice President of Sales role will always see Sales Form Four.

Classic forms

The following diagram shows the main form components used in the classic presentation.

Note

When an organization upgrades from Microsoft Dynamics CRM 2011 or an earlier version of Microsoft Dynamics CRM Online, their forms were designed to use the classic presentation. For information about how to migrate these forms for updated entities, see Update your forms.

The forms for updated entities have inherited many components from the classic forms, but there are significant differences.

Forms using the classic presentation don’t include the navigation bar and the ribbon is used instead of the command bar. These forms don’t support entity images, the process control, quick view forms, auto-save, or Bing Maps. Fields in the header aren’t editable.

The form assistant is exposed for certain entities, such as Article.

CRM for Outlook reading pane

People using Dynamics CRM for Outlook to view records can access a read-only view of the record using the reading pane as shown here.

The reading pane uses the main form and displays just the sections within each tab. Form scripts aren’t loaded. Process controls, Bing Maps, web resources, quick view forms, footer fields, and IFRAMEs aren’t displayed. The notes control displays only notes, not posts or activities. Like CRM for phones and tablets forms, the reading pane supports multiple forms but people can’t switch forms. The form used is the first form that the person has access to. For an example, see Multiple forms.

When viewing the reading pane, people can rearrange the sections as they like. Their changes will be preserved as they navigate between records.

See Also

Create and design forms
Use the form editor
Design considerations for main forms
Optimize form performance
Manage auto-save
Update your forms

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