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Microsoft Dynamics CRM 2011 introduced a feature called Form Header which allows you to display fields that can be made visible all the time even when the user vertically scrolls the form. The way the fields are displayed have been enhanced in CRM 2013 and 2015. In today's blog, we will show you the three possible ways you can display data in the header. Let's begin!
This is probably the most commonly used method. Dynamics 365 lets you add a maximum of four fields in the header to get this UI. Adding fields to the header is done the same way as customizing a form and adding fields to that form, but in this case, you will add them to the header. Below you can see how the Account form displays when we add four different fields in the header.
2. Header in Compatibility Mode (fields from the same entity)
If you need to add more than four fields from the same entity you can, however, Dynamics 365 will not display them in tiles like in UI. Instead, an error message will be given (as shown below) when you customize the form to add the fifth field on the header.
This is how the fields will display on the form after publishing the changes in compatibility mode. You can control the formatting of the fields on the header (number of fields per row, field labels alignment, etc.) in the same way you do for the main form.
3. IFRAME/Web Resource
If you need to display the fields from other entities or need to display text by building custom logic, you can add a Web Resource or an IFRAME to the header. This might need some custom development based on the requirement.
In the customizations area, select Header and click the Insert tab on the ribbon to add the Web Resource or IFRAME as shown in the image below. All other buttons under the Insert tab are disabled.
This is how the form will look when we publish the changes. You can increase or decrease the height of the Web Resource form by customizing the header on the form.
And that's all, folks! These are the three ways you can use Form Headers based on your specific business requirements. In any of these three scenarios, the header will be displayed on top and will not move along with the form when the user vertically scrolls down. For more helpful information on everything Dynamics 365, check our blog!
Happy Dynamics 365'ing!