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Microsoft Dynamics CRM (Archived)

Mobile - Quick Create Form on new records

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I was under the impression that the Main form is rendered into a mobile form on-create of a new record within the Dynamics 365 for phones app.

It appears that an existing record has all the fields that one would expect, based on the Main form.  But when creating a new record, I am getting defaulted to the Quick View form and cannot find a way to change this.  Using the Quick-Create form is not an option as it does not have the fields specific to the business Unit I am working with, and modifying to have those fields is not an option as it is being used by another business unit (along with sub-grids, etc).

Is there a way to have the 'Main Form' rendered as a Mobile form, be displayed when creating a new record via Dynamics 365 for phones?

Thank you

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  • Community Member Profile Picture
    on at

    If Quick Create form is not required you can disable it ....

  • Suggested answer
    Wayne Walton Profile Picture
    13,730 on at

    Aside from removing Quick Create, the other option is to use the Apps functionality of D365 and make a different App for your Business Unit.  That way, each BU has their own mobile form that's unique to how you need to use the app.

    To assign the App to people, just create a security role called the same thing as the app, and then in the App Designer, assign it to that new security role.

    Note, this works much better on V9 than on V8.2

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