{"id":230,"date":"2013-11-20T09:30:35","date_gmt":"2013-11-20T17:30:35","guid":{"rendered":"https:\/\/regroove.ca\/oh365eh\/?p=230"},"modified":"2024-03-22T18:37:12","modified_gmt":"2024-03-22T18:37:12","slug":"quick-customizations-possible-with-form-editor-button-in-microsoft-dynamics-crm-online-fall-13","status":"publish","type":"post","link":"https:\/\/regroove.ca\/oh365eh\/2013\/11\/20\/quick-customizations-possible-with-form-editor-button-in-microsoft-dynamics-crm-online-fall-13\/","title":{"rendered":"Quick Customizations Possible with Form Editor Button in Microsoft Dynamics CRM Online Fall \u201913"},"content":{"rendered":"

My “first impressions” exploration of the new Microsoft\u2019s Dynamics CRM Online Fall \u201913 <\/strong><\/em>interface revealed a feature I was not<\/strong>\u00a0expecting. A feature so useful that it set off\u00a0a full on office outburst.\u00a0We’re talking about a level of excitement that demanded\u00a0a hoot and a holler\u00a0punctuated by a\u00a0fist pump. All together now!What could possibly\u00a0be so exciting?\u00a0Welcome to what I’m sure will be my love affair<\/strong> with the Form Editor<\/strong><\/em>\u00a0button.<\/p>\n

Back in the day, editing the layout of entity forms and fields involved a deep dive into the bowels of the back-end to perform configurations. It was a particularly painful process as you’d have to have a fairly intimate level of understanding of the lexicon of CRM jargon to be able to successfully navigate the bulky navigation pane on the left-hand side of the screen.<\/p>\n

It’s a whole new world in Online Fall \u201913. Take a look:
\nWhat is especially intelligent about this design is this is the\u00a0one<\/strong> time where I welcome a pop-up menu with open arms, as it ensures I don’t have to navigate away from my current location to make a customization.<\/p>\n

I clearly remember making my first customization to the Microsoft Dynamic CRM system\u00a0at my last job, and the slippery slope that ensued. Quick tweaks fast became a trying\u00a0labour of love as\u00a0each foray into the back-end to make a change always took longer than the delusional\u00a0“it just takes a few seconds” <\/em>claims I\u00a0insisted on\u00a0making. In my mind the positive effects of the customizations always outweighed the chunk of productive time I had lost.<\/p>\n

But all that nonsense is a thing of the past. The new design eliminates the long, laborious trudge back up the surface. And for that I rejoice.<\/p>\n

Do you foresee some quick customizations to the Microsoft Dynamics CRM\u00a0in your future, or are you happy with\u00a0what you get\u00a0OOTB?<\/em><\/strong><\/p>\n

Keep checking back\u00a0as I’ve barely\u00a0tapped the list of\u00a0Microsoft Dynamics CRM Online Fall \u201913 new feature posts I have planned.<\/p>\n","protected":false},"excerpt":{"rendered":"

My “first impressions” exploration of the new Microsoft\u2019s Dynamics CRM Online Fall \u201913 interface revealed a feature I was not\u00a0expecting. A feature so useful that it set off\u00a0a full on office outburst.\u00a0We’re talking about a level of excitement that demanded\u00a0a hoot and a holler\u00a0punctuated by a\u00a0fist pump. All together now!What could possibly\u00a0be so exciting?\u00a0Welcome to … <\/a><\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[3],"tags":[63,137,138],"acf":[],"yoast_head":"\nQuick Customizations Possible with Form Editor Button in Microsoft Dynamics CRM Online Fall \u201913 - Kelly LaForest<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/regroove.ca\/oh365eh\/2013\/11\/20\/quick-customizations-possible-with-form-editor-button-in-microsoft-dynamics-crm-online-fall-13\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quick Customizations Possible with Form Editor Button in Microsoft Dynamics CRM Online Fall \u201913 - Kelly LaForest\" \/>\n<meta property=\"og:description\" content=\"My “first impressions” exploration of the new Microsoft\u2019s Dynamics CRM Online Fall \u201913 interface revealed a feature I was not\u00a0expecting. 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