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The plus sign at the top right of Dynamics 365 CRM provides access to ‘quick create’ records. This can make it…. well…. quick to add new records with the minimum amount of fields and get on to your next task. It’s certainly a handy way of adding records in to your database. However, if it looks anything like the menu below, it can get messy, cluttered and full of options you don’t need or don’t want people to use.
These are displaying when an entity is set up specifically to allow quick create. Open up your solution and navigate to the entity you wish to remove from the quick create menu. Untick the ‘Allow quick create’ box in the Data Services area, then publish the customisations. If you want to add entities to the quick create menu, make sure you tick the box then publish.
Once you have done this for all of the entities you wish to remove from the quick create menu, it will look a lot clearer and easier to use. Consider removing any entity that you want users to always add directly from another type of record. For example, if you always want Opportunities added directly from a Contact, you might want to remove it from the quick create menu.
But what about custom entities? Simply ticking the ‘Allow quick create’ box on the entity properties isn’t enough. Custom entities don’t have a Quick Create form by default, so we need to add one.
Click on the new form button from the menu and then click on Quick Create Form.
The form has 3 columns as the layout which you can’t change, but you CAN change the width of the columns to make it a 1 or 2 column form if needed. Add the fields you wish to have completed on the quick create form, then save and publish the form.
That’s it! The custom entity will now show in the quick create menu.
The post Modifying The Quick Create Menu To Add & Remove Entities appeared first on Megan V. Walker.