Dynamics CRM 4 Form Assistant
I've had five clients that have Dynamics CRM 3 installed and have wanted to not only turn-off the Form Assistant but they want to control it on a form by form basis. There were ways unsupported or via JScript that could handle this for 2003 but wasn't really part of the core product. Well, with Dynamics CRM 4 all of this has changed. To change for any entity, including custom entities do the following (note: you must have System Customizer rights or higher to do this):
- Start your web browser and navigate to the CRM server and log onto the system with a user with sufficient rights
- Settings
- Customization
- Customize Entities
- Double-click on the form you wish to turn on/off the Form Assistant
- The Form Assistant is enabled by default
- The Form Assistant is not expanded by default
- Click on "Forms and Views"
- Double-click on Form
- Double-click on "Form Properties"
- Turn on/off the features you want
- OK
- Save and Close
- Click on Actions on the Actions menu
- Choose Publish to publish the changes to the system
- Save and Close
You'll notice the parts I left out from above is first making a backup of your customizations and then doing a test/preview to verify that the changes have happened to the way you want them to be.