web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Business Rules on Quick Create Forms?

(1) ShareShare
ReportReport
Posted on by 23

Hi, I need to replicate or extend a Business Rule that we have on one of our Contact main Forms, on the Contact Quick Create Form as well.  However, when I open the Quick Create Form to customise it, the Business Rules icon is not present in the developer ribbon.  If I go via the route of creating a new Business Rule on the Contact Entity, or trying to amend the existing Business Rule, the Scope lists only the Main forms, and no Quick Create Forms.  My assumption would be that Business Rules are not functional for Quick Create form types, but every support article and customisation guide states that you can do this (e.g. the one linked below).  Does anyone know how?!  Note, I do not want to enable the Business Rule for all forms as we have others in use that do not require this rule.  Thank you!

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-business-rules-recommendations-apply-logic-form

0724.JPG

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at

    Hi Jennifer,

    Unfortunately, business rules are not available on the quick create form, we have to use Javascript.

    Please refer to my answer in this thread to know how to add Javascript events to quick create form.

    community.dynamics.com/.../system-wrongly-autofill-in-a-field

  • Dirk Cuthbertson Profile Picture
    37 on at

    Hi, I've got a similar issue where we have a new business rule we'd like to apply to one specific quick create form (being deployed in the Outlook App). I can see that business rules applied to all forms do work on a quick create form (again, even in the Outlook App) but can only be applied to All forms or an individual main form. Did you find a non-JS solution for this, Jennifer?

  • Hege G. Aas Profile Picture
    2 on at

    I found your questions when I was wondering about the same thing, and read the answer from Lu that this was not possible on Quick Create forms. I found that enabling the Business Rule on all forms applies the rule for the Quick Create form, but what is important is that all fields in the rule must be on the form, otherwise it won't apply.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 180 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 123

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans