DO.01.D365.1.PDF Personalizing Dynamics 365 Forms for Streamlined Data Entry (Digital)
In general the data entry forms that are delivered out of the box for Dynamics 365 are designed to provide more information that the users will want rather than a just the essential fields that may handle most cases.
This is great to show the full functionality of the system, but it is a little painful for the end users if they are introduced to the system.
In this walkthrough we will show you how to personalize views using the hiding, skipping, and show in header options to make the forms a little more user friendly.
Series: Do!Torial Tips & Tricks
PDF: 89 pages
Publisher: Blind Squirrel Publishing (April 26, 2020)
Language: English
Product Dimensions: 8.5 x 11 inches
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