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Dynamics CRM, Dynamics CRM Master

How to Hide Form Assistant in Dynamics CRM 2011

Form Assistant feature in Dynamics CRM 2011 is available only for three entities :

  • Case
  • Product
  • Service Activity
Refer the following MSDN Link: http://msdn.microsoft.com/en-us/library/gg334527.aspx

Form Assistant is a useful feature and it helps when user tries to set the values of lookup fields. Form Assistant can be collapsed in the form; but by default it is not collapsed. When the user screen resolution is low, the form assistant occupies considerable real-estate and user has to collapse it to gain some space for the form. This irritates end users when the user has to repeat the collapsing act in every form.

Form Assistant can be disabled by modifying the FormXml in Dynamics CRM 2011. Here I am going to describe how to achieve it using best possible way; of-course using the supported means.

Follow the next steps to disable Form Assistant for the Case entity forms.

  1. Add the “crmservicehelpers.cs” file from the CRM SDK folder (“sdk\samplecode\cs\helpercode“) to your project.
  2. Then use the following code to disable the the FormXml for a form named “Information” in the “Case” Entity.

Disable Form Assiatant

About Dipankar Bhattacharya

Dipankar is a CITA-F, ITIL certified professional specializing Customer Relationship Management (CRM) and Cloud Computing. He is a certified Microsoft Dynamics CRM specialist and Architect and have been working in the field of CRM for enterprise customers across the globe.


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