Microsoft Dynamics CRM 2013 : Quick Create (Administrator)

I described in an old post how to use the quick create form for a classic user.

Now i will show you how to manage your quick create form in the customizations menu.

Open the customizations menu in “Settings / Customization”:

Open the form menu of an entity, here I selected “Contact” :

All the quick create form have the forme type equel to “Quick Create”.

To change the fields, open the form :

By default, you have three section in one tab. It’s impossible to add a tab but you can delete the section.

In this example, i add the field “Address 1: Phone” :

Save and publish your modification.

In the case you want to create a new quick create form for a new entity, check if the “Allow quick create” option is activated.

You can see that the field I add is in the quick create form for contact :

 Hope this post helps you ! :)