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Adding a Case from a contact record - Change Quick Create Form to Regular Form?

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When we add a new related case to a contact record the quick create form comes up.  Is there a way to have the regular form come up instead?  If not will business rules work on the quick create form?

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,454 Super User 2024 Season 1 on at
    RE: Adding a Case from a contact record - Change Quick Create Form to Regular Form?

    Please verify the answer which is shared by me. so that if other community member/ users face similar issue they can get detailed information from the articles which are shared by me on previous post w.r.t power platform perspective.

  • RE: Adding a Case from a contact record - Change Quick Create Form to Regular Form?

    Thank you everyone!

  • Verified answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Adding a Case from a contact record - Change Quick Create Form to Regular Form?

    Hi CRM Learner 88 ,

    Please take a look at this link:

    crmtipoftheday.com/.../

    crmtipoftheday.com/.../

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,454 Super User 2024 Season 1 on at
    RE: Adding a Case from a contact record - Change Quick Create Form to Regular Form?

    Hello User,

    Basically quick create forms are used to quickly set up new records by inputting only basic information. However, sometimes it’s useful to capture more information when creating a record. If this is the case for certain entities for your organization, here is how to disable or remove a quick create form in Microsoft Dynamics 365.

    ledgeviewpartners.com/.../

    Thank you,

    Amit Katariya

  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Adding a Case from a contact record - Change Quick Create Form to Regular Form?

    Hi,

    You can disable the quick create using below setting:

    pastedimage1675143501786v1.png

    Also, Remove the form from App Designer.

    pastedimage1675143570965v2.png

    Business Rule:

    Business rules does not work on quick create as a result you have to use JavaScript.


  • Verified answer
    Ray Profile Picture
    Ray 1,505 on at
    RE: Adding a Case from a contact record - Change Quick Create Form to Regular Form?

    You can turn off this feature by uncheck the "Allow quick create".

    pastedimage1675142999873v2.png

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