Microsoft CRM – Role Based Forms

Posted on: May 29, 2011 | By: SuperUser Account | Microsoft Dynamics CRM

Microsoft CRM 2011 was released a few months ago, but we continue to get questions and interest around the latest features of this release. One of the better and more useful features of Microsoft CRM 2011 is role based forms.

Role based forms allow for each form (accounts, contacts, opportunities, etc.) to have a different look and contain different fields by role. For example, a form could be created for customer service that has all the details of the account so a customer service representative could have all the information necessary to properly answer questions for a customer. A sales person could then have a form with just the most critical elements that a salesperson may need. Each user has a security role and the proper form is displayed based on the security role.

This screenshot shows the account form with all of the address details.


This screenshot shows the account form with just the  critical details and notes.




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