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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Unified Interface - Cu...
Microsoft Dynamics CRM (Archived)

Unified Interface - Custom Quick Create Forms

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Posted on by Shaun W Harvey 242

Hello,

I am currently investigating the new Unified Interface in CRM Online.

We have a Custom Quick Create Form for the Contact Entity(created in an earlier version of CRM).

In web client when we Quick Create a Contact, our custom quick create form displays.

In Unified Interface (logged in as the same user), we get the standard out of the box (OOB) quick create form instead.

Has anyone else seen or experienced this behaviour?

Best Regards,

Shaun Harvey

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  • Verified answer
    Priyesh Profile Picture
    Priyesh 7,396 User Group Leader on at

    Hi Shaun,

    For anything related to Unified Interface, you need to make sure you add that form in the Unified Interface app. Else, it won't be considered.

    In this case, let's say you are using Sales Hub Unified Interface app.

    In the app, for Contact entity, make sure you've added the Quick Create form itself -

    qcForm.png

    In the above picture, for Contact entity, I unchecked (even if it says All Forms), then I found that Contact Quick Create form was not selected. So I selected again.

    Please check the same for yourself.

    Hope this helps.

  • Priyesh Profile Picture
    Priyesh 7,396 User Group Leader on at

    Hi Shaun,

    Let me know if this helped you. If yes, please mark my answered as verified. This will help others identify the correct answer.

  • Shaun W Harvey Profile Picture
    Shaun W Harvey 242 on at

    Sorry for the late reply. This really helped. We've had other forms that were not been added to the UCI app. Even though we used an existing solution to generate it initially.

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