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Changing the Default Form View for Entity Records in CRM 2015

CRM allows you to create multiple form views for an entity and makes those forms available on the record. While switching between the form views is a fast change, it may be that there is a form view that you have created or that you have found is more useful than the others and you would like to make this form view the default form for staff opening the records in this entity. This is a change you can make in your system with the steps below.

Navigate to the customizations area for your solution.

Best practice Settings > Solutions > open the unmanaged version of the solution for your organization

If the entity you want to adjust is not there then you can do the following Settings > Customizations > Customize the system

*If you do use the second path you will want to make sure to notify your consultant of the change so that it can be made to your development environment to make sure that the change is not rolled over in future rollouts.

Click the downward arrow next to Entities to access all entities.

Click the downward arrow next to Entities to access all entities.

Click the downward arrow next to the entity and click Forms.

Click the downward arrow next to the entity and click Forms.

In the toolbar select Form Order.

In the toolbar select Form Order.

Select which type of Form you are setting the default for.  (Usually Main Form Set)

Main Form Set --- This will set the default form that opens when you are working with these records in CRM.

Quick Create Form Set --- This is the form that will appear when a person clicks Quick Create. (Usually this form is limited to essential information only)

Mobile Form Set --- This is the form that will appear as the default when a user opens a record on a mobile phone or tablet.

Adjust the sort order for the forms and click Ok.

Adjust the sort order for the forms and click Ok.

In this case the form called Order will be the default when a user opens an order record. To change it to Information, you would move the Information form to the first spot. With more than two forms you can not only set the default in the 1st slot but put the more frequently used forms toward the top of the search list.

Click Publish Customizations.

To make your saved changes take effect click Publish Customizations in the top left corner.

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