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I want to add custom entity in "Global Quick Create" button in on-premise 2016. Please suggest the ways to achieve the same. Refer below screenshot:
Thanks,
Hardik Chauhan
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Just enable Quick Create when creating the entity. Then configure a new form of type "Quick Create"
Hi , hope you're doing good.
The entities that appear in that button are the ones that have Quick Create enabled in the entity definition. Also, you will need to create a new Quick Create form. Once you do that, publish the changes and the entity should now appear there.
Please mark this answer as verified if helpfull.
Hi Hardik,
Following thing you need to -
1. Allow Quick Create from entity information
2. Create Quick Create Form
3. Make sure your form order is in top.
for more information please take a look below article -
dynamicscrmherald.wordpress.com/.../understanding-and-using-quick-create-form-in-microsoft-dynamics-crm-2013
Thank you all,
it worked.
Regards,
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