Selectable forms in CRM – Microsoft Dynamics CRM Forum Community Forum

Forum Post: Change the Filter On option on Opportunity Associated View for Account form

Have a problem with selecting form in CRM. At this time I have a form in an entity and I can choose from 3 different form layouts to get differing sets of fields to deal with. Is there a way to put this list of forms at the top option bar so when I want to create a new record using the NEW button at the top I can choose a form a that point instead of pulling up the new record then changing forms?  Hopefully this makes sense. 

Source link

Leave a reply

Please enter your comment!
Please enter your name here