Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

How to Disable Quick Create form, but keep association feature on the create new record

Posted on by Microsoft Employee

I want to create a new contact from the OPPORTUNITY main form from the lookup field "Contact". 

I do not want to use the Quick Create Form, so I have disabled it from the CONTACT Entity. 

But when I try to create the new contact from the Opportunity via the lookup field and I click "Save and Close" on the contact, and return to my main Opportunity. The contact field is still Empty, but I am able to associate the contact after, if I search for the contact again. 

Everything work fine, if I enable the quick create form for contact. But it is not an option for me to use in this case.

Any input is highly appreciated!2021_2D00_04_2D00_15-22_5F00_46_5F00_46_2D00_Opportunity_5F00_-Opportunity_5F00_-New-Opportunity-_2D00_-Dynamics-365.png 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans