web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Service | Customer Service, Contact Center, Fie... How to customize the S...

Service | Customer Service, Contact Center, Fie...

Suggested Answer

How to customize the Sales Mobile app quick create form?

(0) Share

Report

Report

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.

Image (3).jpg

Categories:

Dynamics 365 Product Visualize

Dynamics 365 Contact Center

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Eugen Podkorytov 233 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1

#2

#3

AT-28040446-0 20

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans