How to Manage Quick Create Forms in Dynamics CRM

Quick Create forms within Microsoft Dynamics CRM are a good way to create new records (like activities, leads, accounts, cases, etc) on the fly. Because only “bare-bones” data is entered, it is usually a good idea to plan on returning to the new record soon, and add more detail.

On the other hand, sometimes it is required to create new records with full, complete data on the first go-around. In these cases, the System Administrator may elect to disable Quick Create forms. Note – This can be done on an individual CRM entities basis.

Here’s how to do it:

In this example we will see how to use the Quick Create form for creating a new Account record. Then, we’ll see how to disable the Account Quick Create form because it won’t be used. Note: all users are affected by this.

First up, How Quick Create works in Microsoft Dynamics CRM

1. To access the Quick Create selector screen (and see how it works), click the +Create button at the top of the screen (figure 1)

2. Fill in the form and click Save. (figure 2)

2a: Remember, the new Account record will contain only the limited data you can enter on the Quick Create screen.

Disabling Quick Create Forms in Microsoft Dynamics CRM

1. To disable the Accounts Quick Create form, start by going to the Solution Editor screen in the Customization area for CRM by clicking on Settings and then on Customization on the Navigation Bar (figures 3 & 4)

2. On the Solution Customization navigation pane, expand Entities on the tree, click on the “Account” entity (figure 5)

3. Scroll down and find the “Allow Quick Create” item and uncheck the box. (figure 5)

4. Click Save

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