Open Quick Create forms from subgrid “+” icon in Dynamics 365 Unified Interface apps.
Recently I saw a different behavior while open Quick create forms from Dynamics 365 Unified interface apps header quick create “+” icon and subgrid “+ New” navigation. I created a custom entity and try to add subgrid in Account entity. Now when I click on the header quick create icon, I can open the Quick Create Form. But in “Sales Hub” area I open an account records and go to the subgrid and try to open Quick Create Form, its redirecting me the main forms.
I am not sure why there is different behavior accessing same forms from different places . If you look from the header quick create + icon I can see all the entity even I have not added entity into app designer and I can open the quick create forms, but in same apps from subgrid “+ New“ navigation its redirecting me the main forms from subgrid “+New”. Then I realize that I have to add the forms in my app designer.
In Dynamics 365 unified interface as you know all the module is rendering as an App like Sales hub, Field Service etc. The steps we used to followed to open quick create forms in legacy interface is pretty much similar steps apart from that we must need to add the quick create entity and forms into app designer. So, follow below additional steps to display quick create forms from Dynamics 365 apps.
1. Open your App designer from My Apps area.
2. Click on Add –> Entities in App designer.
3. In the entity list select quick create entity.
4. Publish apps.
In summary the make sure you added your quick create entity in the app designer to access quick create forms from apps.
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