Thursday, January 29, 2009

Form Assistant for Dynamics CRM 4.0 / 3.0

Purpose :
1) Some clients don't like using Form Assistant
2) On low resolution screens, I don't recommend using Form assistant. It takes up too much space

There are several steps we need to follow in order to hide the form assistant.

Dynamics CRM 3.0 – How to hide?
1. Export related Entity (where you want to disable Form Assistant)
2. Find the following: relatedInformationCollapsed="true";
3. Change "true" to "false"
4. Import

Dynamics CRM 4.0 – How to hide?
1. Go to customizations à Enter the relevant entity
2. Go to forms and views à Enter “Form”
3. Click on “Form Properties” and go to “Display” tab
4. Turn On/Off the features according to your needs

5. Click “Ok”
6. Save and close the form
7. Publish the entity and that’s it :)



No comments: