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Microsoft Dynamics CRM (Archived)

Quick Create question

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Posted on by

Hi,

D365 online, v9.

I'm using a Quick Create form for Contact. I have subgrids for Contacts on the Account entity and a custom entity called Subscription.

I want the Quick Create form to load when I click the + on the Account entity, but when I click the + on the Subscription entity, I want a full new Contact window to open instead, not the Quick Create.

Is this possible OOB? No javascript.

Thanks,

Rich 

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello Rich,

    There is no way of doing that through customization.

  • Community Member Profile Picture
    on at

    I feared as much. Thanks Andrew.

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hello Rich,

    Quick create form introduce for subgrid specially to create quickly from parent entity to child entity record or you can say quickly create the record . So when you click "+" icon on top of subgrid  which is open completely new form not the entity  main form and Dynamics CRM does not provide any action to modify the redirection. So we can not customize this OOB functionality.

    Rather I would suggest you can hide those "+" icon from subgrid and indroduce new ribbon button on top of account form  and make your customization and redirection logic using javascript there.

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