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Plus symbol in top right does not create new record in dynamics 365 form

Posted on by Microsoft Employee

Plus symbol in top right does not create new record in dynamics 365 form

pastedimage1638342171829v1.png

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Plus symbol in top right does not create new record in dynamics 365 form

    Hi psk_12,

    You can refer following link to customize Global Ribbon Buttons:

    Global ribbon Customization in Dynamics 365 | Dynamics Chronicles (dynamics-chronicles.com)

    But  it doesn't seem to support hiding the "Quick Create" button through my test, maybe you try to test by yourself.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Plus symbol in top right does not create new record in dynamics 365 form

    thank you so much for the quick response, is it possible to hide or disable this button?

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Plus symbol in top right does not create new record in dynamics 365 form

    Hi psk_12,

    Plus symbol in top right is Quick Create button, which is used to create records with quick create form.

    If you want to entity appear in the list when you click it, you need fill 3 point:

    1. Navigate to Customization Customize the System and look for the entity and check if "Allow quick create" is checked.

    pastedimage1638346149715v1.png

    2. Check in the forms if the "Quick create" form Exist in the Entity you are trying to add.

    pastedimage1638346220526v2.png

    3.Add the entity and forms in Model driven App which you are trying to access

    pastedimage1638346258531v3.png

    pastedimage1638346317484v5.png

    Result:

    pastedimage1638346349813v6.pngpastedimage1638346370448v7.png

    Or you can refer following document:

    Add a table to the quick create menu in Dynamics 365 App for Outlook (Dynamics 365 apps) | Microsoft Docs

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