Dynamics CRM Online Training - MS Dynamics 365 Course

1. Custom Views and Forms in Microsoft Dynamics CRM Introduction Microsoft Dynamics CRM (now part of the Dynamics 365 ecosystem) is a robust customer relationship management platform designed to help organizations manage sales, customer service, marketing, and operational processes. One of its most powerful strengths lies in its high degree of customization, allowing businesses to tailor the system to their unique requirements without extensive coding. Among the most widely used and impactful customization features are Custom Views and Custom Forms. Custom Views and Forms play a crucial role in shaping the user experience. They determine how data is displayed, filtered, entered, and interacted with by end users. By configuring these elements effectively, organizations can streamline workflows, improve data accuracy, enhance productivity, and ensure that users see only the information relevant to their roles. Microsoft Dynamics 365 Training Courses This document provides a comprehensive overview of Custom Views and Forms in Microsoft Dynamics CRM, explaining their purpose, structure, types, configuration options, benefits, limitations, and best practices. The content is designed to serve as professional reference material suitable for conversion into a PDF document. Understanding Custom Views in Microsoft Dynamics CRM Definition of Views In Microsoft Dynamics CRM, a View is a representation of a set of records from an entity displayed in a tabular format. Views allow users to see, filter, sort, and analyze data efficiently. They are commonly used in entity lists, subgrids, dashboards, and lookup fields. A view defines:     Which records are displayed Which columns are shown The order of records The filtering and sorting logic applied to the data

2. Custom Views are user-defined or administrator-defined views created to meet specific business requirements beyond the system default views. Types of Views in CRM Microsoft Dynamics CRM supports multiple types of views, each serving a different purpose. System Views System Views are created and managed by system administrators or customizers. They are available to all users and are commonly used across the organization. Examples include Active Accounts, My Open Opportunities, or All Contacts. These views can be customized but not deleted. Microsoft Dynamics CRM Training Personal Views Personal Views are created by individual users for their own use. They are helpful for role-specific filtering, such as a sales representative tracking only their high-value leads. Personal Views can be shared with teams or other users if required. Lookup Views Lookup Views determine which records appear when users search for related records using lookup fields. Customizing lookup views improves data selection accuracy and usability. Associated Views Associated Views control how related records appear in subgrids on forms. For example, displaying only active cases under an account. Components of a Custom View A Custom View consists of several key components:       Entity: The table or data source being displayed Columns: Fields shown in the grid Filter Criteria: Conditions that determine which records are included Sort Order: Default sorting logic Width and Layout: Visual arrangement of data Security Context: Records shown are subject to user security roles Creating and Configuring Custom Views Custom Views are created using the CRM customization interface. Administrators can select an entity, define filters using logical operators, choose columns, and set sorting preferences. Views can also be configured to support advanced filtering, such as dynamic values (e.g., current user, current date). Once created, views must be saved and published before they become available to users. Benefits of Custom Views Custom Views provide several business advantages: Microsoft Dynamics CRM Online Training    Improved data visibility and relevance Faster decision-making through filtered data Reduced information overload

3.   Role-based data presentation Enhanced reporting and dashboard integration Limitations of Custom Views Despite their flexibility, Custom Views have some limitations:     Complex filters may impact performance Personal views cannot override system views Views cannot execute complex business logic Security roles still restrict visible data Understanding Custom Forms in Microsoft Dynamics CRM Definition of Forms A Form in Microsoft Dynamics CRM is the user interface through which users create, view, and edit records. Forms control how fields, sections, tabs, and related data are presented on the screen. Custom Forms allow organizations to design user-friendly interfaces that align with business processes, ensuring that users capture accurate and complete data. Microsoft Dynamics 365 CRM Training Types of Forms CRM supports multiple form types to address different interaction scenarios. Main Forms Main Forms are the primary interface used when creating or editing records. These are highly customizable and support complex layouts, business rules, and embedded components. Quick Create Forms Quick Create Forms are simplified forms designed for fast data entry. They contain essential fields only and are used when speed is more important than detail. Quick View Forms Quick View Forms display read-only information from related records within a form, such as showing account details on a contact form. Card Forms Card Forms are used in mobile and interactive dashboards to present summarized data visually. Components of a Custom Form Custom Forms consist of structured elements: Dynamics CRM Online Training      Tabs: Top-level containers used to group information logically Sections: Subdivisions within tabs for better organization Fields: Data entry and display controls Subgrids: Lists of related records IFrames and Web Resources: Embedded external or internal content

4.  Business Rules: Logic applied to fields without coding Creating and Designing Custom Forms Form customization is performed using a drag-and-drop designer. Administrators can add or remove fields, rearrange layouts, define mandatory fields, and apply conditional visibility rules. Forms can be assigned based on security roles, allowing different users to see different layouts for the same entity. For example, sales users may see pricing information, while support users see service-related fields. Form Customization Capabilities Custom Forms support a wide range of capabilities:       Field-level validation Conditional visibility and enablement Default values Field requirement levels Role-based form assignment Responsive layouts for different devices These capabilities help enforce business standards and reduce data entry errors. Dynamics 365 CRM Training Benefits of Custom Forms Custom Forms provide significant advantages:      Improved user experience Reduced training requirements Higher data quality and consistency Alignment with business workflows Increased user adoption Limitations of Custom Forms While powerful, Custom Forms also have constraints:     Over-customization can reduce performance Complex layouts may impact usability Changes require publishing and testing Excessive forms increase maintenance effort Relationship between Custom Views and Forms Custom Views and Forms work together to provide a seamless user experience. Views determine how users find and select records, while Forms define how those records are displayed and edited. For example:    A custom view filters high-priority cases Selecting a case opens a tailored form for support agents Subgrades within the form use associated views for related data Together, they create an efficient, role-specific workflow. MS Dynamics CRM Training

5. Best Practices for Custom Views and Forms To maximize effectiveness, organizations should follow best practices:        Keep views simple and performance-focused Use meaningful naming conventions Limit the number of columns in views Design forms based on user roles Avoid unnecessary fields on main forms Test changes in a non-production environment Document customizations for maintenance Security and Governance Considerations Custom Views and Forms respect CRM security roles and field-level security. Users only see data they are authorized to access. Administrators must ensure that customization does not expose sensitive information unintentionally. Governance policies should define who can create, modify, and publish customizations to maintain system integrity. Dynamics 365 CRM Training Course Conclusion Custom Views and Custom Forms are essential customization features in Microsoft Dynamics CRM that significantly influence how users interact with data and perform daily tasks. By allowing organizations to control how records are displayed, filtered, and edited, these components help transform the CRM system into a solution that closely aligns with specific business processes and user roles. Custom Views enhance efficiency by presenting only relevant data, reducing information overload, and enabling quicker decision-making. They support better data analysis through structured filtering and sorting while maintaining security and consistency across the organization. Custom Forms, on the other hand, improve user experience by providing intuitive layouts, enforcing business rules, and ensuring accurate and complete data entry. Together, they contribute to higher user adoption, improved productivity, and better data quality. When implemented with careful planning and best practices, Custom Views and Forms reduce operational complexity and support scalable system growth. However, excessive or poorly designed customizations can lead to maintenance challenges and performance issues. Visualpath is a leading online training provider offering expert-led courses in Cloud, AI, DevOps, and enterprise technologies worldwide. With real-time projects and daily recorded sessions, Visualpath ensures hands-on learning for career growth. Contact Call/WhatsApp: Contact Call/WhatsApp: +91 +91- -7032290546 7032290546 Visit Visit: : https://www.visualpath.in/online https://www.visualpath.in/online- -microsoft microsoft- -dynamics dynamics- -crm.html crm.html