Friday, May 10, 2013

How to add a CRM Navigation section (a tab) to a form

CRM forms have a section of links on the left, that default to General and Notes.
This is how to add another section:

  1. Make sure the Body section is highlighted. In the pic above, it is orange.
  2. Click the Insert tab on the ribbon, and in the Tab section, click the One Column button.
  3. A new tab is created on your form - doublc click it and give it a meaningful name.
There. Easy once you know that this is NOT considered a navigation feature!

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