CRM 2011-- Read Optimized Forms

Visit Website View Our Posts

In the past, Dynamics CRM forms have always been optimized for data entry. That is, when you double click on a record to open it, the form that opens allows you to both view and edit the data. As a person who does significant CRM data entry, I have often appreciated the fact that I do not have go through through two forms to be able to edit a CRM record (as one must do in Salesforce.com for example). The downside to this is that it takes a bit longer to open a CRM record form as the system must load the elements of the form that enable data entry. For users who primarily interact with CRM record forms just to consume (and not update) data, this slight delay can be a hindrance.

In Update Rollup 7 for Dynamics CRM 2011, a new feature has been introduced called Read-Optimized Forms which are designed to load very quickly by not loading data entry functionality. Read-Optimized Forms do not display the form ribbon or navigation, and do not load or execute attached web resources including form scripts. Read-Optimized Forms do display all fields, notes, Iframes, and sub-grids that are visible by default. This enables users who are primarily consumers of CRM data to move more quickly and productively through the system.

Preferences can be set organization wide or per user as to which form type (Read-Optimized or Edit) is the default. If Read-Optimized is the default and the user wishes to edit the record, they can either double click the record in the view to open the Read-Optimized form and then click the Edit button to switch to the Edit form, or they can select the record in the view and then click the Edit button in the ribbon to open the record in the Edit form. If an organization plans to use Read-Optimized forms, additional consideration must be given to form design and customization. Forms that have been customized to use client-side form script for enhanced business logic will always open in the Edit form (regardless of user preference) in order to ensure the business logic is executed. Also, iframes that reference the Xrm.Page objects on the form may need to be re-designed since these objects are not loaded in the Read-Optimized form. Utilizing Role-Based Forms in Dynamics CRM may help alleviate some of these issues.

If your organization could benefit from the power of Microsoft Dynamics CRM for Read-Optimized Forms or to address any other business objectives you might have, Please contact NexusTek at 303.773.6464 or sales@nexustek.com.

By: Randy Bristol, Director Dynamic Solutions, Nexus Tek

 

Show Buttons
Hide Buttons