Sick of that boring old header in Microsoft Dynamics CRM? Sometimes it would be nice if things could be tailored to us so we saw what we want, not what the default shows us. You know, it doesn’t have to be so boring. In fact, you can customize the header in Dynamics CRM for a more appealing display of information.
NOTE: This will make the header read only if you use this, you will not be able to edit
- Information in the header is squished and hard to read
- Navigate to the form for the entity header you want to change.
- Click the header section and click “change properties”
- On the formatting tab, change the header to Two Columns and click ok
- Select the first label and field and click “change properties”
- On the formatting tab, select Two Columns and click ok
- Repeat this step for all fields in the header
- You will see an information message at the top of the form alerting you that your customizations will be displayed in compatibility view.
- Place any header fields you need to edit onto the body of the form
- If you need to edit the fields, they will no longer be editable in the header
- Save and Publish your changes to the form
- When viewing the form, the headers will now display in a more user friendly view.
Interested in seeing a live demonstration of Microsoft Dynamics CRM to see how it can be tailored to your business? Just reach out, our experts would love to show you!
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