CRM allows you to make changes in a few different places. Based on what you want to do and how long you want your updates to last there are a few different ways to customize forms, views, entities, and other system settings. See options below to determine the best option for you.
Make Customizations in the Unmanaged Solution
If you know that the changes you are making should be part of your system on a permanent basis, meaning that you don't want to risk seeing them rolled over in a future release, this is the preferred option. Your consulting team can more easily get your changes from the unmanaged solution and include them in future rollouts.
Navigate to Settings and then Solutions
Open the unmanaged solution for your organization
Use the customization menu to get to the right place for changes.
Make Updates to the Default Solution in the Customizations Menu
If you are trying something out or want something on a more temporary basis you can add it to the current customizations. If you don't have an unmanaged solution you must make changes here. Just know that these updates may not be included in future releases.
Navigate to Settings and then Customizations
Click Customize the System.
Use the customization menu to get to the right place for changes.
Make edits directly from the Entity
This can be the fastest way to make changes, but these changes will likely be rolled over in any upcoming release.
From the Entity Click More Options and Form
This will take you to the form editor.
From the Views List click Create Personal View
This will open an advanced find query where you can create a custom view. If you have filtered the current view you can also save the current view changes or create a new view.
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