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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Remove unnecessary qui...
Customer experience | Sales, Customer Insights,...
Suggested answer

Remove unnecessary quick create option on global quick create form sales hub app.

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Posted on by GauravSingh 4
I only want contact in my global quick create option .
Can anyone please suggest me to do so.
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 9,116 Super User 2024 Season 1 on at
    Remove unnecessary quick create option on global quick create form sales hub app.
    Hello User,
     
    If you are disabling the quick view form directly then it wont be available for any Other app as we well as when you try to create a record for that entity, you will able to see main form instead for the quick create form.
     
    Thank you,
    Amit Katariya 
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Remove unnecessary quick create option on global quick create form sales hub app.
    Hi,
     
    Yes, unchecking this option prevents you from using the Quick Create form for this table.
     
    Best Regards,
    Dengliang Li
     
  • GauravSingh Profile Picture
    GauravSingh 4 on at
    Remove unnecessary quick create option on global quick create form sales hub app.
    Hi thanks for the suggestion,
    Just need to confirm that if I unselect this option that mean I am no longer to use that particular entity quick form through my application. Right.
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Remove unnecessary quick create option on global quick create form sales hub app.
    Hi,
     
    You can prevent the table from being created by global quick create by unchecking this option.
     
    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 .
     
    Best Regards,
    Dengliang Li
     

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