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Microsoft Dynamics CRM (Archived)
Answered

Customize Global Quick Create

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Posted on by 1,019

Hello,

Is there a way to modify the Global Quick Create menu. If you enable the Quick Create Form for an entity, it appears in Quick Create menu i.e. + sign menu. But there are some entities which does not allow you to activate quick create form.

I wanted to add Fax and Letter Activity in Quick Create menu but for these Allow Quick Create property is grayed out.

Is there a way we can add it.

9_2D00_23_2D00_2015-3_2D00_50_2D00_52-PM.gif

Its cannot be customized through Sitemap or Application either.

Thanks

Milind

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  • Verified answer
    Community Member Profile Picture
    on at

    Milind, Out of the box - fax and letter do not have quick create (best of my knowledge). We cannot change/update to allow for quick create.

    regards,

    harihar

  • Deeps Profile Picture
    1,875 on at

    Is it CRM online or on-premise? If on-premise then you may be able to do it and that would be unsupported.

    In online you cannot do this at all

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