We have two forms for the case entity. The default case form is heavily customized and has become rather slow to work with. The second form, called 'fastcase', is a lightweight version of the default case form. Both forms are being used by the same users. The fastcase form is opened from a link in SharePoint. We want that the default case form is always opened when working from within CRM.
I was wondering if, and how, it is possible to force CRM to always open the default case form when working from within CRM.
The only thing I could find was this link, but I have a feeling that the solution with navigate will also force the SharePoint fastcase form to open in the default case form. Working with different user roles and groups is also not an option as suggested there.
First of all: You are not using forms they are supposed to be used. Forms are role based and you are trying to use them for something else. Anyway, I totally understand your idea and I have been in the same situation :)
You need to do a little magic trick in CRM to make a form sticky. CRM stores the Most Recently Used (MRU) forms in a special entity called UserEntityUISettings. This entity stores UI settings per entity per user in xml.
What you need to do is to prevent CRM from changing this entity whenever the user changes the form for a given entity. Basically you want to control the attribute called lastviewedformxml. You can get some inspiration from this blog post: https://community.dynamics.com/crm/b/gonzaloruiz/archive/2014/11/19/avoiding-form-reload-when-switching-crm-forms-based-on-a-field.aspx
Happy coding...