Showing details for a custom entity

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Posted on by Mohd Tahir

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I have seen that whenever for any case I enter a customer's name, the corresponding details of the customer pop up on the right side. I want the same to happen for one of my custom entity "Store". How can I achieve that?

Have attached screenshot for reference, context is CRM Dynamics 365.

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Luke Sartain 1,266 on at

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RE: Showing details for a custom entity

Hi Mohd

It's called a Quick View form. You can find out more information here - technet.microsoft.com/.../dn531145.aspx

Edit: This link may be of further use to you - http://www.powerobjects.com/2013/09/09/exploring-quick-view-forms-in-crm-2013/

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razdynamics 17,308 User Group Leader on at

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RE: Showing details for a custom entity

Hi Mohd, what you see is called a Quick View form

1) You can create a Quick view form for Account Or Contact

2) add it on the related Store Entity Form (assuming you have added the customer lookup to the entity) and click the Insert Tab on the form and click 'Quick View Form' to added it into the relevant section of the form, here you define which quick view entity and form you want to use for a given lookup field.

Hope that helps :)

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Nithya Gopinath 17,078 on at

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RE: Showing details for a custom entity

Hi,

You need to add a quick view form and insert it to the form of your custom entity as shown below.

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Alagunellaikumar 6,212 on at

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RE: Showing details for a custom entity

Hi Mohd,

It is possible my quick view form. Please refer below URL

https://www.youtube.com/watch?v=qn9gPtPUPX0
http://www.powerobjects.com/2013/09/09/exploring-quick-view-forms-in-crm-2013/
http://alagunellaikumar.blogspot.in/2015/06/access-fields-on-quick-view-form.html

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