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Microsoft Dynamics CRM (Archived)

Quick create form doesn't work for task, appointment entities

Posted on by 90

I can see quick create form enabled for task, appointment entities even quick create forms also there for those entities but when I click (+) button these two entities are not there to open quick create form but I can see other entities like account, opportunity are on the list. What could be the reason?

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  • S. Hossain Profile Picture
    S. Hossain 90 on at
    RE: Quick create form doesn't work for task, appointment entities

    Is it possible to show account view like quick create form pop up?

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Quick create form doesn't work for task, appointment entities

    Hi

    Your observation is correct, when you click on + to do the quick create for task appointment and other activities in Classic Web Client it opens the full form not the Quick Create form. I do not think you can change this behaviour for Classic UI. However, if you + plus to do the quick create for task or appointment, the quick view form is displayed as expected. So perhaps, you just have to wait until you switch to UCI to take advantage of the quick create forms for these. Please see the screenshots below

    ScreenClip-_5B00_731_5D00_.png

    ScreenClip-_5B00_731_5D00_.pngScreenClip-_5B00_730_5D00_.png

    The following link may be useful for you as well

    https://community.dynamics.com/crm/b/gonzaloruiz/archive/2016/10/13/how-to-modify-the-quick-create-form-for-tasks-and-activities

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