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I am looking to adjust the create new button in the opportunity subgrid of contact roles. Currently it pulls up the Lookup view/form(?). I would like to create a QuickCreate form and use that to add a new connection.
I have already created the form. I tried to look in Ribbon Workbench but am getting lost.
Any advice would be appreciated.
Thanks in advance!
Thank you for your query.
Please look the following thread:
(+) Stakeholder Connection default value - Dynamics 365 Sales Forum Community Forum
Here is your high-level solution:
Hi Wahaj Rashid,
This was extremely helpful! Thank you very much.
This gave me the workaround as I can adjust the main "Connection" form.
It would be very helpful if I could link the button to a QuickCreate form that I created.
If you have any recommendations on that, please do let me know!
I see that the entity has Allow quick create disabled.
Quick Create is not allowed on the Connection entity.
I would suggest you use the Main form instead.
I found this article, but I would say this it is overkill:
Tip #1233: Make connections via quick create | Power Platform & Dynamics CRM Tip Of The Day
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