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Customer experience | Sales, Customer Insights,...
Suggested Answer

Remove or Hide an entity quick create options from Activities Global Quick Create

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Posted on by 105

Hi , I have requirement to remove Opportunity Close Quick create option from a Activities Global Quick Create as shown below in the screenshot.

oppClose1.png

But i don't want to disable it from "Allow quick Create option " from the entity as it is affecting other functionalities. So is there any way to hide the opportunity close quick create option from the Activities area of the quick create.

I have the same question (0)
  • Rits Profile Picture
    105 on at

    Any suggestion on this one please.

  • Suggested answer
    Mirette Shafik Profile Picture
    20 on at

    See this supporting article:

    community.dynamics.com/.../microsoft-dynamics-crm-2013-global-quick-create-and-quick-create-forms.aspx

    "As previously mentioned some entities such as Faxes and Service Activities cannot be enabled for Global Quick Create. Conversely, the standard Activity entities that are enabled for Global Quick Create by default cannot have this option disabled. The other entities such as Account, Case, Competitor, Contact, Lead and Opportunity that are enabled for Global Quick Create by default can have this option disabled."

    Hope this helps!

    Thanks.

  • Rits Profile Picture
    105 on at

    Hi Mirette,

    Thanks for your reply . But the thread you mentioned to check has written "By default the following entities are enabled for the Global Quick Create: Activities (Tasks, Phones Calls, E-mails and Appointments), Accounts, Cases, Competitors, Contacts, Leads and Opportunities. Note: Other types of out-of-the-box activities, such as Faxes and Service Activities, are not included by default and cannot be enabled for Global Quick Create."

    For Activities (Tasks,Phone calls,E-mails and Appointments) are enabled. But in my case i want to remove Opportunity Close Quick Create options from the Activities Area. If it could not be removed, is there any way to hide it from Activities Area?

  • kcpacker85 Profile Picture
    160 on at

    Any update on this one? I'm running into the exact same issue where I want to enable Opportunity Close for quick create since I'm using a custom quick create form.  But I don't want to allow it on the Global Activities quick create.  If you turn off 'allow for quick create' then it launches the main entity form which we don't want.  It seems to be an all or nothing feature

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Can you please remove opportunity close Entity from model driven app designer?

    www.google.com/url

  • kcpacker85 Profile Picture
    160 on at

    That won't work b/c we are using a custom quick create form for Opportunity close, so it needs to be in the app designer in order for it to work

    Please refer to the MSDN article

    learn.microsoft.com/.../customize-opportunity-close-experience

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