In Microsoft CRM 2011, every entity system or custom has two forms. The OOB Main form type is used when the Microsoft CRM 2011 application is accessed by a web client or outlook client and Mobile is used when the Microsoft CRM 2011 application is accessed by mobile devices, as shown in the following screenshot:

Microsoft CRM 2011 also has a new functionality to set up multiple forms, so we can create multiple mobiles or main forms. After that, we can control visibility of CRM forms using security roles. We can assign security roles for Microsoft CRM 2011 forms using the Assign Security Roles option. For example, if you have multiple sections that you want to hide from salespersons, you can create a form and remove those form sections and assign a Sales Person security role to that form, so this form will be visible to salespersons only.

Creating and customizing mobile forms

We can customize OOB mobile forms and can also create new mobile forms if required. We can select the attribute that we want to show Mobile Express. Let's say we want to create another mobile form for a contact entity.

Use the following rules to create new entities for a mobile device:

1. Navigate to your solution.
2. Go to Components | Entities | Contact | Form.
3. Select Mobile Form from the New drop-down menu as shown in the following screenshot:
   
4. We can add the required fields to the Mobile Form form we are creating.
5. Select Form Properties and give a name to your custom form.
6. Click on Save and Close and publish your entity.

These steps on the entity form are as shown in the following screenshot:

If we need to customize the existing mobile form, perform the following steps:

1. Navigate to your solution.
2. Go to Components | Entities | Contact | Form.
3. Select the mobile form that we want to customize.
4. Double-click on the form or go to More Actions | Edit.
5. Add the required fields and click on Save and Close.
6. Publish your entity.

   Tip

   The attributes that are listed on the Selected Attributes side will be displayed on the mobile form in the order in which they are listed.

Microsoft CRM 2011 also provides us with the functionality to set up read only fields for the mobile form. We can select the field from the Selected Attributes section and click on the Read Only button to make that field read-only in mobile forms.