Quick Create Forms in Dynamics CRM 2013

Quick create forms functionality is new in Microsoft Dynamics CRM 2013. For entities that have them, these forms are used when people click the Create button in the navigation bar or when they choose + New when creating a new record from a lookup or sub-grid. Microsoft Dynamics CRM for tablets will use these forms when creating a new record if a quick create form is available. With quick create forms, people can enjoy a streamlined data entry experience with full support for logic defined by form scripts and business rules.

Entities with Quick Create Forms: By default only the following system entities have quick create forms.

  • Account
  • Campaign Response
  • Case
  • Competitor
  • Contact
  • Lead
  • Opportunity

Activity entities do not support quick create forms. Any of the other System Entities and any custom entities that are not custom activity entities can be enabled to support these forms by selecting Allow Quick Create in the entity definition and creating a quick create form for them.

Create a Quick Create Form: Although you can define multiple quick create forms, only one quick create form can be used by everyone. The form everyone will use is set using the form order. Quick create forms cannot be assigned to security roles and they do not provide the capability for the user to switch forms.

Note: The entity must have the Allow Quick Create option enabled for the quick create form to be displayed. Check the below screenshot where you can set. After you have created and published a Quick Create Form for this entity, people will have the option to create a new record using the Create button in the navigation pane.
QuickCreateForm1
1. In the Navigation Pane, click or tap Settings –> Customization –> Customizations. Then click or tap Customize the System.
2. In the solutions explorer, expand the entity that you want and select Forms.
3. Select New –> Quick Create Form from the tool bar.
QuickCreateForm2
4. Drag any fields from the Field Explorer into the sections in the form.
QuickCreateForm3
5. When you are finished, click or tap Save and Close.
6. Publish customizations to see the new form in the application.

Here you can see after you create Quick Campaign Create Form.
QuickCreateForm4
QuickCreateForm5
Edit a Quick Create Form: While quick create forms support form scripts and business rules, their purpose is different from main forms and they don’t support all the capabilities of main forms. Quick create forms always have one section with three columns. You can’t add additional sections or columns.
The following controls cannot be added to quick create forms:

  • Sub-grids
  • Quick View Forms
  • Web resources
  • IFRAMEs
  • Notes
  • Bing Maps

If you add a composite field to a quick create form, it will be displayed as separate fields.

1. In the Navigation Pane, click or tap Settings –> Customization –> Customizations. Then click or tap Customize the System.
2. In the solutions explorer, expand the entity that you want and select Forms.
3. In the form list, double-click or tap a form where the Form Type is Quick Create.
4. Drag any fields from the Field Explorer into the sections in the form.
5. Configure Event Handlers if you have any.

Advertisements

6 thoughts on “Quick Create Forms in Dynamics CRM 2013

  1. Pingback: CRM 2013 – MB2-703 – CRM 2013 Customization and Configuration Study information | Hosk's Dynamic CRM Blog

  2. Pingback: CRM 2013 – MB2-703 – CRM 2013 Customization and Configuration Study information - Hosk's Dynamic CRM 2011 Blog - Microsoft Dynamics CRM - Microsoft Dynamics Community

  3. Hello,

    I am trying to use the functionality “quick view control” for the entity Contact Lines, but some reason this option has been disabled and therefore we cannot add any quick form to the seeded form for the entity “Service Activities”.

    Any idea is this is a setup issue, because I used the security role of the system administrator, I should have all the required right rights to do it, and I do not have this issue with other seeded entities.

    Thanks and Regards,
    Wim

    PS; we are using Microsoft CRM 2013

  4. Pingback: - Zuelke

  5. Pingback: What’s New in Dynamics CRM 2013/2015/2016 for Developers – Features Walkthrough with Fun – Maestro's Dynamics CRM

  6. Pingback: What’s New in MSD CRM 2013 with 2015 & 2016 – Softchief

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s