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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to customize the S...
Service | Customer Service, Contact Center, Fie...
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How to customize the Sales Mobile app quick create form?

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Posted on by BS-22040756-0 5
I have a scenario where I need to quick create 'Lead' using the Sales application in Mobile instead of Power Apps, and our customer wants to stick to the Sales application and does not want to move to the Power Apps mobile application. When I try to create a new lead using the + button, I can view lead quick create, which cannot be customized, is there a workaround to resolve this issue? As I cannot view this Quick Create form from the Default solution.
 
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Dynamics 365 Product Visualize
Dynamics 365 Contact Center
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  • Suggested answer
    Eugen Podkorytov Profile Picture
    Eugen Podkorytov 243 on at
    Hi  BS-22040756-0,
    go to make.powerapps.com > Solution, then create or use an existing solution and add Lead table entity and then add Quick Create Lead Form into your solution. You should be able to customize the Quick Create Form. When publishing, make sure the Sales Hub App is published within your solution, if that's the App you are using.
     
    More Information can be found here https://learn.microsoft.com/en-us/dynamics365/sales/customize-forms?tabs=SE
     
    Best regards,
    Eugen

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