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One of the great features of  Microsoft Dynamics CRM 2011 is the role based form or the ability to create multiple forms for the same entity and exposing them based on a user’s security role. Today, we’ll discuss a neat best practice that may often be ignored during CRM implementations — labeling CRM 2011 forms.


If you open any out of box CRM entity, you will find two forms available by default as shown below:

labeling crm 2011 forms meaningfully - img 1

Now when you add a new form and do not name it, it will get added as a New Form, if you do not rename it and just save it in CRM (as shown below):

MSCRM Implementation

The above form may not be very meaningful for an end user using the application.

Instead you can do the following for labeling CRM 2011 forms:

  1. Configure all the fields needed on the Role Based Form and then when ready hit “Save As” on the top ribbon:

  1. Enter the appropriate form name and click OK

  2. Now if you check the forms area, you will find the new form with the appropriate name available:

It’s easy, it’s simple and can add  good flavor to your CRM implementation.

Happy CRM’ing!

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Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.