Notifications
Announcements
No record found.
We all know Quick Create Forms have its limitation.
Just wondering if there is a way now to customize Quick Create Form and have Note Section.
OOTB and Custom (Dev) ways are welcome.
Hi,
Unfortunately you can't with OOB functionalities. You can add a field (multiline of text) to your entity called "First Note". Then you can the first note with a plugin in a preOperation. Take a look to this thread, you will find a sample code:
https://social.microsoft.com/Forums/en-US/f6c2f4cb-de4c-438e-b8e5-d2accbde9917/how-to-create-a-note-using-plugins-in-microsoft-dynamics-crm-2013?forum=crm
And of course, the "first note field" will be hidden in the main Form.
Hello there,
Yes as Mehdi mentioned, there is no way to perform that.
if his response answers your question, please mark it an answer.
best regards,
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 108 Super User 2025 Season 2
Jimmy Passeti 50 Most Valuable Professional
Gerardo RenterÃa Ga... 49 Most Valuable Professional
