General Interest

Turn on the new sales and service process forms

With the current release, you have the option to install Product Updates that offer you significant improvements to the user experience in the sales and customer service processes. While you’ll get some features in this release automatically, the sales and service process forms come only through Product Updates. More information: Installing Product Updates.

The new user interface designs are more intuitive, easier to navigate, and more efficient to use than previous designs. But they are very different. With this in mind, it’s a good idea to sign up for a trial and assess whether the changes will work for your organization. Sign up for a trial organization.

Important
If you or a partner have customized any forms in your organization, you will need to migrate the customizations to the new forms. Customizations would include fields, subgrids, and any other modifications to the form. This may be useful to you if your organization has customizations that are critical for users to get their work done. But keep in mind that migrating these customizations will partially revert the appearance of the forms to the appearance they had before the update. More information: Migrating customizations to the new forms.

Turn on the new sales and customer service process forms

  1. Become familiar with the new user interface in an environment where you can interact with the system however you like without affecting your users or your data. We encourage you to set up a trial organization. More information: Set up a Microsoft Dynamics CRM Online trial organization.

  2. Once you’re satisfied that the new process forms meet your needs and your system is functioning smoothly, install the product updates in your own production organization. More information: Installing Product Updates.

  3. After installing the product updates, assess whether you need to migrate any customizations to the new forms. More information: Migrating customizations to the new forms.

  4. Now you'll need to ensure that all users see the new forms by default by clearing their most recently used form settings cache. Click Settings, click Administration, and then click Product Updates.

  5. Click Enable the New Forms.

  6. Click Yes.

After you have installed the updates, you should consider training the people who will use the system on how the changes will affect their work. Get more information about how the new forms work: Introduction to the new lead and opportunity forms

Replacing the new process forms

You may decide that the new forms do not meet your needs. If so, you can revert to a version of the forms that approximates the experience users had in previous releases. To do this, you’ll need to change the form order or change the security levels on the forms to conceal the changes. Both approaches are documented below.

Additionally, if you customize a form and publish it after installing Product Updates, you’ll need to change the form order.

To change the form order

  1. Click Settings, click Customizations, and then click Customize the System.

  2. Expand the Entities node on the left side of the page.

  3. Click Account.

  4. Click Forms under the Account entity.

  5. Click Form Order and then click Main Form Set.

  6. Click the original form to select it. Information is the default form name for the original forms.

  7. Click the up arrow to move the original form to the top of the list.

  8. Click OK.

  9. Repeat steps 3-8 for each of the other entities (Case, Contact, Lead, and Opportunity).

  10. After updating the entities, click Publish All Customizations.

To change the security levels for forms

  1. Click Settings, click Customizations, and then click Customize the System.

  2. Expand the Entities node on the left side of the page.

  3. Click Account, or the entity you want to modify. You may also modify Case, Contact, Lead, and Opportunity. All are affected by the guided process forms.

  4. Click Forms under the Account entity (or the entity you wish to modify).

  5. Select the new form. The new forms appear with a Name value that is the same name as the entity (for example, Account).

  6. Click the Assign Security Roles button. The Assign Security Roles dialog will appear.

  7. Select Display only to these selected security roles.

  8. The top checkbox is selected by default. This causes all roles to be selected. Clear the top checkbox to remove the selection.

  9. Clear the Enable for fallback option. 

  10. Click OK.

  11. Repeat steps 3-10 for each of the other entities (Case, Contact, Lead, and Opportunity).

  12. After updating each entity, click Publish All Customizations.

See Also