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Customize Quick Create Form To Add Note Section

Posted on by 81

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.

  • Johao Larios Profile Picture
    Johao Larios 1,795 on at
    RE: Customize Quick Create Form To Add Note Section

    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,

  • Verified answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Customize Quick Create Form To Add Note Section

    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. 

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