Microsoft Dynamics CRM 2013: Quick view form

In Microsoft Dynamics CRM 2013, you can add Quick view form on your main form.
For example, you have a contact form with a small account form inside with a few fields (Important information like position, city or phone number).

Quick view form Creation

Go to "Settings / Customizations / Customize the system / Choose the entity". Open the standard quick view contact form for example:

As you can see, the form interface is the same as for a main form creation. You have less functionnalities like the navigation, the header, the footer and all the tab/section config.

To add a quick view form into a main form, open your form : (I select the main form of a custom entity named "Request")

Go in the Edit menu and click on "Quick view form":

Complete the two required fields "Name" and "Label". Choose the lookup field and the related entity and then the Quick view form (You can multiple quick view form for an entity. Example : Contact has 3 quick view forms in the standard CRM)

Replace/Remove your quick view form like an other classic field:

Save and publish your modification.

 Open a record (Here New request record). As you can see, the quick view form has been added to the main form.
The values in the contact fields depend on which contact you selected in the lookup field Contact.

Hope this post helped you !