Implementing Microsoft Dynamics 365 Customer Engagement

Quick create forms

These forms are used to create entity records quickly with key fields. We can set up multiple quick create forms and can set their order. The quick form that is first in the order will be displayed to the user. For example, in the following screenshot, we can see that we have two quick create forms:

However, as the Account Quick Create form is the first in order, only this quick create form will be visible to the user for the Account entity.

Quick forms for any entity are only available to users if the Allow quick create option is selected under the entity definition. We can use the quick create option using the Quick create ...