Because of the lack of ability to customize form assistant, it sometimes
confuses our users. Consequently for the time being I would like to disable
it globally. Does anyone know how this can be done?

Hi Phil,

We are considering adding a way to globally disable the form assistant in
the next version of CRM. Until then you can disable it by updating the
FormXml of the forms that use it. Here are some instructions that are
being considered for the next release of the V3 documentation:

1. In Microsoft CRM, on the Navigation Pane, click Settings, and
then click Customization.
2. In the Customizations area, click Export Customizations.
3. In the Export Customizations list, select the entity you want
to customize.
4. On the More Actions menu, select Export Selected
Customizations, and then click OK.
5. In the File Download dialog box, click Save, select a location
for the Customizations.xml file, for example your desktop, and then click
Save again.
Note: Save a backup of the file, so that you can
revert to the original file, if you have to.
6. Navigate to the Customizations.xml file location and open the
file in a text editor, such as Wordpad.
7. In the Customizations.xml file replace the
relatedInformationCollapsed= "<true or false>"
"false" = collapsed by default
"true" = open by default
Make sure to use the correct case, because this string
is case sensitive.
8. Save the Customizations.xml file on your desktop.
9. In Microsoft CRM, in the Navigation Pane, click Settings, and
then click Customization.
10. In the Customization area, click Import Customizations.
11. In the Import Customizations area, browse to the updated site map
file, and then click Upload.
12. Publish the customizations by going to
Settings/Customization/Customize Entities. Select all entities that you
modified and click publish from the toolbar.


Tobin Zerba
CRM Developer
This posting is provided "AS IS" with no warranties, and confers no rights.

Hi Tobin,

The procedure outlined below removes the form assistant from the form. Is
there a way to collapse it by default?

Niths


"Tobin Zerba (MSFT)" wrote:

I would also like to know how the FA can be initially configured as collapsed
for all screens.

As for the next release, I think this should be a user profile setting with
a global override similar to the Advanced Find setting (Simple/Detailed).

I would like to have the ability to set on/off, expand/collapse settings in
the Admin Interface under Organization Settings (like Auto-numbering). Then,
a user can change their personal preference in their user profile.

This provides a balance for novice users and advanced users.

--
Bob McMahon
Sr. Business Systems Manager
Roland DGA Corporation


"Niths" wrote:

Is it just me or does this not work for Opportunities?

"Tobin Zerba (MSFT)" wrote:

Set relatedInformationCollapsed= "true"

Jason wrote: