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In CRM 2011, each entity had an ‘information’ form by default. In the Microsoft Dynamics CRM December 2012 Service Update we started defining an updated user experience including layout of entities and with Orion we have updated many more entities. New form is named same as <entity name> whereas older forms were defined as ‘Information’ form.
When you upgrade from CRM 2011 to Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall ‘13, their default active form is the old information form. They will get additional updated forms for the updated entities; however these forms are inactive by default. So the customer will see the same forms they are used to working with. The only difference is that their older forms will render in inline edit mode with Command bar capabilities.
You can merge your existing form layout with new ones on a case by case basis. You have full control to choose the form and capabilities on your own terms via Form Editor.
‘Merge Forms’ button in Form Editor (Only Updated entity Forms)
Fig. 1: Ribbon in updated entity Form’s Form Editor
Mary, a customizer, works on CRM organization upgraded from 2011 to Orion. However she still uses the information form for all her ‘Account’ records. She now wants to try the new ‘Updated Form’ experience. With the newly introduced ‘Form Merge’ feature she can make a smooth and easy transition to new UI and at the same time also keep the sections she wants from the old form. All she needs to do is follow these simple steps:
Fig. 2: Active Forms View
Fig. 3: Lookup dialog for Form Merge
Now when Mary opens any Account record she sees the form with all new updated experience, just as she wanted.
Customization Guide topic: Update your forms to Microsoft Dynamics CRM 2013 or Microsoft Dynamics CRM Online Fall '13