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Microsoft Dynamics CRM (Archived)

Add Custom entity in Global Quick Create

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Posted on by 687

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:

377CFF14.PNG

Thanks,

Hardik Chauhan

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I have the same question (0)
  • Verified answer
    unizap Profile Picture
    on at

    Just enable Quick Create when creating the entity. Then configure a new form of type "Quick Create"

  • Verified answer
    EnriqueMdz Profile Picture
    1,067 on at

    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.

  • Verified answer
    gdas Profile Picture
    50,091 Moderator on at

    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

  • chauhanhardik Profile Picture
    687 on at

    Thank you all,

    it worked.

    Regards,

    Hardik Chauhan

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