Microsoft Dynamics CRM 2013 has bought many changes to how we use CRM. One of those changes is a new form and the ways in which we can use it. The redesign of the form brings a handy new feature with it to enable users to merge their customizations from their old forms into the new form.
This means that when you upgrade from CRM 2011 to CRM 2013, any customizations to the old forms will need to be moved onto the new forms if you want them to remain.
When you are customizing your form will now see in CRM 2013 an option to merge your previous customizations into the new form. You can merge your old customizations into the new form by clicking on the ‘Bring in another form’ button located at the top right of the Home tab.
You can only bring an old form into the new form, not vice-versa. The new CRM 2013 forms will not appear as an option in the list to bring into the new forms either, but you do have the option to select active or inactive forms.
Any headers or footers you have in the old form will also be brought into the new form as a new tab named ‘Information Header/Footer’ which cannot be edited and would need you to manually move and set it into the new forms header/footer area.
Instead of users having to add their additional fields in one by one, the ‘Bring in another form’ function allows users to quickly merge the fields from the old form to the new, simply by dragging and dropping whole fields onto the new layout.
This added feature is a great time saver, although you will still have to arrange the design of your new form manually once all the components have been merged into the one new form.
Enabling users to merge a CRM 2011 form with a CRM 2013 form saves a lot of re-working and still allows the freedom to redesign the new form to fit the users’ needs.
Once you have rearranged your new form in CRM 2013, you can then save it and it is ready to be published.