Navigate to CRM Home → Sales → Employers → New. Step 13 − You can now create employer records with the updates fields. Step 12 − Click Save and then click Publish. Step 11 − Drag and drop these fields in the General tab. Step 10 − You can see the newly added fields in the Field Explorer panel on the right. By default, CRM creates two forms – Main and Mobile-Express. This will show you two forms with name Information. For this, click Forms from the left navigation under Employer entity. Step 9 − Now add these new fields on the employer form. Number of Employees − This will be a Whole Number field.įounded On − This will be a DateTime field.Įmployer Description − This will be a Multiple Lines of Text field. Step 8 − Similar to what you just did for adding Employer Type field, add three other fields as described and shown in the following screenshots − You have successfully created Employer Type field. Step 7 − Click Save and Close from the top ribbon. You can change the label of this item to add four options representing employer types: Private, Government, Multinational and Public. Clicking the plus(+) icon creates a new option set item with default Label as Item and default Value as 100,000,000. As soon as you select the Data Type as Option Set, it will show you the Options panel. However, if you would like to change it, you can do so.ĭata Type − Option Set. Name − This field will be populated automatically based on the display name you select. In the new window that opens, enter the following details − It will open a grid showing all the fields that came by default when you created this entity. Expand Employer option from the left panel and you will be able to see Forms, Views, Charts, Fields, and other several options. This will open the details of the entity on the right window. Step 4 − From the expanded entities, select Employer. Step 3 − Expand the Entities option from the left panel. You will learn more about CRM Solutions in the next chapters but for now you will be using the default CRM Solution. This will open the DefaultSolution window.
![crm microsoft dynamics crm microsoft dynamics](https://i2.wp.com/ellipsesolutions.com/wp-content/uploads/2019/03/Microsoft-Dynamics-365-Logo.png)
Step 2 − Now click the Customize the System option. Click Customizations option from the Customization section (Refer screenshot below).
![crm microsoft dynamics crm microsoft dynamics](https://www.crmdirectory.org/assets/img/crms/crm_11/screenshot1.png)
Step 1 − Click the top ribbon button followed by Settings option. Note:You already had a Name field on your form which was a Single Line of Text type. The Option Set field would be used to store the employer type, Multiple Lines of Text will be used to store brief description of employer and the DateTime field would be used to store date when the company was started. Out of the 11 types of data fields studied in the previous chapter, you will be using three types of fields on your employer - Option Set (Dropdown), Multiple Lines of Text and DateTime. In this chapter, you will be learning to add new fields on CRM forms. In the last two chapters, you studied about creating new entities, creating new records and types of fields available in CRM.