• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 620
  • Last Modified:

Mapping between Microsoft Dynamics CRM 4.0 forms and the Customization entities

Is there a document that clearly shows all forms from CRM and how are they mapped to the entities/fields from Settings | Customization?

For ex. I'm trying to find the pick list for Lead | Convert Lead | Disqualify | Status.
1 Solution
You go to settings --> customization --> customize entity ---> lead

You can see forms and view. then click on form view. This will show you Forms  customization

1. You can add fields , remove fields ( change the look and feel of that )
2.  You can not get Convert lead form or buttons for this.

Rakesh Agarwal
we deliver crm reports in 24 hrs
mihaiszAuthor Commented:
Here it goes:

Open Settings | Customization  | Customize Entities | Leads | Attributes and open the "Status Reason" (statuscode) form.
Go to the Status drop-down on the form and select "Disqualified". I could then edit the list.
Very intuitive...

If anybody has a diagram of any sort with the mapping between the forms from CRM and the entities/fields from Settings | Customization, I'd appreciate if you could share.

Featured Post

Fill in the form and get your FREE NFR key NOW!

Veeam is happy to provide a FREE NFR server license to certified engineers, trainers, and bloggers.  It allows for the non‑production use of Veeam Agent for Microsoft Windows. This license is valid for five workstations and two servers.

Tackle projects and never again get stuck behind a technical roadblock.
Join Now