Change the system default for viewing record forms

Can I do this task?

You can set your system default for viewing record forms to either Read-Optimized or Edit.

Note

  1. In the Navigation Pane, click Settings, click Administration, and then click System Settings. Click the Customization tab.

  2. In the Form Mode section, select Read-Optimized or Edit.

  3. If you want to enable individual users to select their own default for viewing record forms, select Allow users to select a mode for viewing forms. If you enable this option, users can choose their default view for record forms in the Set Personal Options dialog box. Individual users who select read-optimized as their default can still edit records by selecting them in the list and then clicking Edit.

  4. Click OK to close the System Settings dialog box.

Important

The following forms will not render in read-optimized mode, and will appear instead only in edit mode:

Related Topics

Manage System Settings

Customization Area

Administering Microsoft Dynamics CRM

Understanding Entities

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