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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Quick Create Functiona...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Quick Create Functionality- not working for all users

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Posted on by MelSTICWP 5

HI All, 

After searching forums for a fix and not finding oneI decided to post for some feedback.   We have enabled the Quick Create form for our users to be able to add multiple products to an Invoice.   However, when some users select the "+", the Quick Create form does not appear.    I have checked user roles/permissions and form settings and everything required is in place.

Any insight or suggestions are most appreciated!

I have the same question (0)
  • Suggested answer
    yleclerc Profile Picture
    yleclerc 1,549 on at

    Hi @MelSTICWP,

    You might wanna try clearing the browser cache for the users having problems. It fixed it for us in the past.

  • Suggested answer
    Rashmitha R S Profile Picture
    Rashmitha R S on at

    Hello,

    1. Try reassigning licenses and security roles again to check if that resolves the issue.

    2. Check if the form has been enabled from the Sitemap of the app module.

    3. Try clearing browser cache

    Regards,

    Rashmitha 

  • MKennerley Profile Picture
    MKennerley 57 on at

    @MelSTICWP,

    did you ever solve this issue?

    We are having similar issues.

    Some users can see the Quick Create form, others cannot.

    I have checked all the user roles/permissions quick create settings etc and can't see anything wrong.

    Thanks,

    Mark

  • MKennerley Profile Picture
    MKennerley 57 on at

    I managed to solve my issue. We have 2 D365 Apps.

    The users that could not see the Quick Create form were using the App which did not contain the relevant Quick Create form and Entity.

    Once I added these and republished the App the users could see the Quick Create form.

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