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MSD CRM Updates

Dynamics CRM Fields and Forms

In this Article we’ll show how to include the custom Dynamics CRM Fields to CRM Forms, let us take a look at what type of data fields are supported by CRM.

Dynamics CRM Fields Types

Dynamics CRM Fields

CRM field types

Out of the box, CRM provides 11 types of information fields that can be placed on forms −

  • Single Line of Text
  • Option Set (Dropdown)
  • Two Options (Radio Button)
  • Image
  • Whole Number
  • Floating Point Number
  • Decimal Number
  • Currency
  • Multiple Lines of Text
  • Date and Time
  • Lookup

The below table lists each with a brief description.

Sr.No Field Type & Description
1 Single Line of Text

This field stores up to 4000 characters of the text. You can also specify the format as one of these: Email, Text, Text Area, URL, Ticker Symbol, and Phone.

You can set a maximum length and the IME mode for each of these.

2 Option Set (Dropdown)

This field stores the set of options each having the number value and label. In other words, it is the dropdown field in the CRM. You can define the Global Option Sets which can be used across multiple forms.

3 Two Options (Radio Button)

This field offers 2 options for the user to select (0 or 1). In other words, it is the radio button field.

4 Image

When the entity has the image field, it can be configured to show the image for the record in the application.

5 Whole Number

This field stores the integer values between -2,147,483,648 and 2,147,483,647. It supports the mentioning formats as None, Duration, Time Zone, and Language. You can also set the minimum and the maximum values too.

6 Floating Point Number

This field stores the floating point numbers up to 5 decimal points of precision between 0.00 and 1,000,000,000.00. You can also set the minimum and the maximum values too.

7 Decimal Number

This field stores up to 10 decimal points with values ranging from -100,000,000,000.00 and 100,000,000,000.00.

8 Currency

This field is used to store the currency values in the range of 922,337,203,685,477.0000 to 922,337,203,685,477.0000.

You can also mention the Precision as Pricing Decimal, Currency Precision or any value between 0 to 4.

9 Multiple Lines of Text

This is a scrolling text box. You can also set the maximum number of characters for this field.

10 Date and Time

This field is used to store date-related data in CRM with two supported formats: Date Only, and Date and Time. You can also mention the behavior as User Local, Date Only and Time-Zone Independent.

11 Lookup

You can create the lookup field using the entity relationship that has already been created but not yet used with other lookups field.

If you create the lookup field in the entity form, relationship is automatically generated. A lookup field is created as a related field.

 

Out of the 11 types of Microsoft Dynamics CRM Fields studied, you will be using three types of fields on your employer – Option Set (Dropdown), Multiple Lines of Text and DateTime.

The Option Set the field would be used to store the employer type, Multiple Lines of Text will be used to store the brief description of employer and DateTime field would be used to store data when the company was started.

Adding Fields on Form

Step 1 − Click to the top ribbon button followed by Settings option. Click Customizations option from the Customization section.

CRM create entity step 1

CRM create entity step 1

Step 2 − Now click to the Customize the System option.

CRM System Customization

CRM System Customization

This will open the Default Solution window. You will learn about the CRM Solutions in the next chapters but for now, you will be using the default CRM Solution.

CRM add new field step

CRM add new field step

Step 3 − Extend the Entities option from the left panel.

Step 4 − From the extended entities, choose Employer. This will open the details of an entity on the correct window.

Extend the Employer option from the left panel and you will be able to see Forms, Views, Charts, Fields, and other several options.

Step 5 − Click Dynamics CRM Fields. It will open the grid displaying all the fields that came by default when you created this entity.

CRM add new field step

CRM add new field step

Step 6 − Click the New button. In the new window that opens, enter the below details −

Display Name − Employer Type

Name − This field will be populated automatically based on the show name you choose. However, if you want to change it, you can do so.

Data Type − Option Set. As soon as you choose the Data Type as Option Set, it will show you the Options panel.

Clicking to the plus(+) icon creates the new option set item with default Label as Item and default Value as 100,000,000.

You can change the label of this item to include 4 options representing employer types: Private, Government, Multinational and Public.

CRM Add Employer Type

CRM Add Employer Type

Step 7 − Click to the Save and Close from the top ribbon. You have successfully created an Employer Type field.

Step 8 − Similar to what you just did for adding Employer Type field, add three other fields as described and shown in the following screenshots −

Number of Employees − This will be the Whole Number field.

Founded On − It will be a DateTime field.

Employer Description − And this will be the Multiple Lines of Text field.

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Step 9 − Now include these new fields on the employer form. For this, click to the Forms from the left navigation under Employer entity.

This will show you two forms with the name Information. By default, the CRM creates 2 forms – Main and Mobile-Express. Click on the Main form.

CRM Forms

CRM Forms

Step 10 − You can view the newly included fields in the Field Explorer panel on the right.

CRM see New added fields

CRM see New added fields

Step 11 − Drag and drop these fields in a General tab.

Drag and Drop these fields

Drag and Drop these fields

Step 12 − Click to the Save and then click Publish.

Step 13 − You can now create employer records with the updates fields. Navigate to the CRM Home → Sales → Employers → and then New.

The new form which will open the time will contain all the new fields that you included in this chapter. You can fill in some details and click to the Save and Close.

CRM Create new records with update fields

CRM Create new records with update fields

Conclusion

In this Article, we learned to work with CRM forms and how to customize them by placing various types of Dynamics CRM Fields in them. We also learned to add as many Dynamics CRM Fields as we want on any form and arrange them using various tabs and sections as per the business requirement.

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