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Tip #126: Removing an entity from “Quick Create”

Community Member Profile Picture Community Member Microsoft Employee

One of the new features of Microsoft Dynamics CRM 2013 is the ability to use Quick Create:

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The Quick Create menu contains multiple entities out of the box but you can remove an entity the organization is not using by following these 3 simple steps – we will remove the “Competitor” entity in this example:

1. Navigate to the Settings -> Customization -> Customize the System

2. Click on the entity you would like to remove from the Quick Create bar

3. Deselect “Allow quick create” on the Data Services section of the entity. Save and Publish All Customizations.

quick_create_2

Refresh your page and notice how  “Competitor” is no longer an option:

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Enjoy!

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