How to Create Fields in Microsoft CRM Online

Transcription

1 How to Create Fields in Microsoft CRM Online Go to and log in. Then switch from portal to CRM from the square menu. Once in CRM you need to go to the form you wish to add fields too, so if it was Contacts you would go to Contacts from the top of the screen. On the contacts screen, select a contact and go into the record and then click here.

2 After clicking it, from the drop down select form The Contacts form will open and be ready for you to make any changes, down the right side of the screen there is a list of fields that have already been created if you find the ones you need in the list all you need to do is simply drag the field on where you want it on the form and it will appear on there.

3 However, if the field you require is not on the list then you will need to create a custom field, to do this click New field at the bottom of the list on the right side of the page. The new field form will appear and you need fill out all the relevant information that is needed for you customised field. For a list of Data Types, see the end of this document.

4 When you have finished filling that in, click Save and Close at the top of the screen. When the screen has closed your new field will appear in the list on the right, but to make things easier to find go to the drop down box that says All Fields and select Custom Fields this will show you all of the custom fields that have been created. To add these to your form you simply drag them from the list and place them on where they need to be on the form. Once you have finished adding all your field to the form you need to click Save in the top left corner and then Publish as this will show all of the changes that have been made on the form, if you don t publish them, you will not see any of the changes.

5 Below is a table to show the different data type fields and a brief description of what they are. Field data type Description Single Line of Text Up to 4000 characters of text can be in this field. You can set a maximum length to less than this. This field has several format options that will change the presentation of the text. These options are , Text, Text Area, URL and Ticker Symbol and Phone. Multiple Line of Text Up to 1,048,576 characters of text can be in this field. You can set a maximum length to less than this. When you add this field to the form you can specify the size of the field. Option Set This field provides a set of options. Each option has a number value and label. When added to a form this field uses a select control and only one option can be selected. When displayed in Advanced Find, you can use a picklist control to select multiple options to include in your search criteria. Two Options This field provides two options. Each option has a number value of 0 or 1 corresponding to a false or true value. Each option also has a label so that true or false values can be represented as Yes and No or any pair of labels you want to display. Two option fields don t provide format options at the field level, you can choose to display them as radio buttons, a check box, or a select list. Image Each entity that supports images can have one image field. When an entity has an image field, it can be configured to display the image for the record in the application. Whole Number Integers with a value between -2,147,483,648 and 2,147,483,647 can be in this field. You can restrict the maximum or minimum values in this range. Floating Point Number Up to 5 decimal points of precision can be used for values between -100,000,000,000 and -100,000,000,000 can be in this field. You can specify the level of precision and the maximum and minimum values. Decimal Number Up to 10 decimal points of precision can be used for values between -100,000,000,000 and -100,000,000,000 can be in this field. You can specify the level of precision and the maximum and minimum values. Currency Monetary values between -922,337,203,685,477 and 922,337,203,685,477 can be in this field. You can set a level of precision or choose to base the precision on a specific currency or a single standard precision used by the organization Date and Time This field has format options to display Date Only or Date and Time. Lookup A field that allows setting a reference to a single record of a specific type of entity. Some system lookup fields behave differently.