CRM 2011 introduces the out of the Role Based UI (RBUI or RBF for Role Based Forms). It is a very nice feature and frankly, it was about time they introduced it. Obviously, it is limited because we can only display a form based on CRM user’s security roles. A very common request is to display a specific form based on field value(s). Example could be showing different opportunity forms based on the stage. Here I am sharing a couple of ways to achieve this.
Client Side Solution: The idea...(read more)![]()
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