CRM 2013 : Quick Create Forms

Presentation

Quick create forms are new in Microsoft Dynamics CRM 2013 and the Microsoft Dynamics CRM Online Fall ‘13 Service Update. 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.

By default only the following system entities have quick create forms: Account Contact Campaign Response Lead Case Opportunity Competitor Creation  To create a quick create form:

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. 4.   Drag any fields from the Field Explorer into the sections in the form. 5.   When you are finished, click or tap Save and Close. 6.   Publish customizations to see the new form in the application.

Note : The entity must have the Allow Quick Create option enabled for the quick create form to be displayed.