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c360 Multi-Forms for Microsoft Dynamics CRM 4.0

“Using the same form layout for all CRM users can confuse people with unneeded information, result in complex and unwieldy user interfaces and impact your employees’ ability to quickly enter, find and analyze the information they need.”


• Does your organization struggle with different groups forced to use the same CRM Sales and Support form layouts? 
• Are you required to display fields or even whole sections of information that may be critical to one group while not needed or are even relevant to others? 
• Is usability and user adoption impacted by cluttered, unwieldy forms created in an attempt to hold all information required by all different groups that utilize CRM?

c360 Mult-Forms  - “Right information to the right people at the right time”

c360 Multi-Forms is a Microsoft Dynamics CRM 4.0 add-on that allows creation of multiple forms for a single entity.  This allows different users to have entity forms designed specifically for their needs.  Since c360 Multi-Forms are created in MS Dynamics CRM, there is no Jscript used to conditionally manipulate form layouts and potentially slow performance.  An entity form can be duplicated, and then modified using the native MS Dynamics CRM form designer. 

C360 Multi-Forms can also assign multiple forms to each Microsoft CRM user.  For example, information captured for your prospective customers could be significantly different from your partner accounts.  C360 Multi-Forms could allow a user to select a Customer or Partner Account form when creating a new Account.

MS Dynamics CRM Workflow can be used with c360 Multi-Forms to display a specific form under specified conditions.  For example, a different Opportunity form could be displayed based on an Opportunity’s Sales Stage.  This insures the right information is optimally presented to your salespeople as they proceed through each sales stage – improving their ability to quickly capture and analyze information needed to close their deals.

c360 Multi-Forms:

Streamline business processes and data entry by optimizing form layouts based on how different groups work.

Save time by allowing quicker data entry and data analysis by formatting form layouts to meet specific user needs.

Improve user adoption by removing unnecessary fields that complicate and confuse your employees’ ability to quickly capture and find the data they need.

Accelerate adoption of CRM by your entire organization by providing the flexibility to design Sales and Support form layouts to meet each group’s unique business processes.