Update your forms
Applies To: Dynamics CRM 2015
The ability to merge main forms facilitates the upgrade process. This topic explains how you can merge existing forms to use the new layout optimized for this release.
Merging main forms to use the new layout
You only need to merge forms for Updated entities that you have customized. You do not need to do this right away, but you will need to do it sometime before the next major release of Microsoft Dynamics CRM.
When you view one of the updated forms using the form editor, you will see a Merge Forms button in the Upgrade group in the Home tab. Use this button and select one of your existing forms and choose Add.
At the bottom of the form, you will find the visual elements of the form you selected have been appended to the bottom of the current form. The only difference is that the header and footer elements from the old form will be added as separate tabs containing a section with the contents of each element.
What you can’t see so easily is that all the form script event handlers are also brought in and merged with the new form. There is a limit to the number of event handlers that can be merged. The merge process supports up to 50 event handlers. If the total number of event handlers exceeds 50, the action will be canceled. You will need to remove some event handlers from the form you want to merge before you can merge it.
Once the new forms are merged, you need to move any of the form elements from the old form into the new form until all the added elements are gone. Remove any form elements you don’t need.
If your original form has any security roles assigned to it, be sure to apply the same security roles to the new form.
When you are finished, activate the new main form and deactivate the old one.
Activate or deactivate a main form
In the solution explorer, expand the entities node and select the entity with the main form you want to activate or deactivate.
Select Forms to view the forms list.
If you do not see the form you are looking for, check that the All Forms view is selected.
Select the view and, in the toolbar, choose either Activate or Deactivate.
Note
You must have at least one active main form for each entity. If you try to deactivate the only active main form, you will see an error message.
You must publish customizations before these settings take effect.
See Also
Create and design forms
Create and edit mobile forms for CRM for phones express
Use the form editor
Design considerations for main forms
Main form presentations
Optimize form performance
Manage auto-save
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