Friday, November 22, 2013

MSCRM: Editing Within The Form Editor

A simple but huge timesaver when creating customizations in Dynamics CRM is doing most of your editing within the Form Editor.  In this article, I'll show you how to Edit Fields within the Form Editor.

For Example, suppose I'm busy looking at the Account form and realize I need to make a change to the Fax field.  Like I said, I'm busy and I don't want to go to a new screen.  Luckily, I don't have to.  I just open the field properties of the Fax field by double clicking on it, then I click on the Details tab:

Which opens up this:

Click Edit, and you can now make changes to the Field:


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