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

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can I add custom f...
Microsoft Dynamics CRM (Archived)

How can I add custom fields to the Quick Create Form

(0) ShareShare
ReportReport
Posted on by Anneke DB 215

Hi everyone

I want to add some custom fields to the quick create form for OPPTY's.

I know how to add a custom field (Settings > Customization). The problem, however, is that I have to create multiple columns and I just don't have the room.

--> How can I add a whole new section? 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    Unfortunately, adding two or three column sections are not available for quick view forms, you wont be able to do this.

    An alternative way:

    Create two quick view forms with separate set of fields.

    Add both of them on your opportunity form next to each other, this allow you to see data in two columns

  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,065 on at

    Quick Create forms don't support sections. The intention is that the quick create is quick, so wouldn't expect to have many fields on the form

  • Anneke DB Profile Picture
    Anneke DB 215 on at

    Hi Rajkumar,

    If that's the only way, my management will just need to use the main form. Thank you anyway!

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans