Quick View Form Not Visible in Case Form at Runtime in Dynamics 365

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Posted on by HJ-19020236-0

I am working with Microsoft Dynamics 365 CRM and have added a Quick View Form for the Contact entity inside a one of the case forms.

The Quick View Form is placed inside a grid in the form designer. However, when I open the Case form in the UI at runtime, the Quick View Form is not visible.

I have checked the following:

The lookup field for Contact is correctly added to the Case form.
The Quick View Form is published and properly assigned.
The Contact record has relevant data.

Is there any additional configuration required, or any known issue that might cause this?

Any insights would be appreciated!

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Dynamics 365 general

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PowerPin 8 on at

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Try Publish All Customizations

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Abe Korbage 4 on at

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Can you elaborate on what you mean when you say, ".. placed inside a grid"? Do you mean a quick view off a field in a section?

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Daivat Vartak (v-9d... 7,835 Super User 2025 Season 2 on at

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Hello HJ-19020236-0,

You've covered the essential checks, which makes this issue a bit more puzzling.

Please review the MSFT article on Create or edit a quick view form to see information about a related entity to see if you have missed anything.

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-quick-view-forms?view=op-9-1

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

Regards,

Daivat Vartak

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