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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / When using lookup fiel...
Microsoft Dynamics CRM (Archived)

When using lookup field, change form when user selects no

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Posted on by Huguelet 115

The Marketing app was accidentally installed on the production environment.  Before the Marketing app was installed, a Lookup field to create contact was used.  Users would select new on the image below.

2055.lookup.jpg

Before Marketing, it would pull up the Full Contact Form.

After the marketing update, the quick contact form comes up.

This is an issue, as we have custom fields.  Users are currently entering the info into the quick create form.  They would then reenter the contact form and enter the remaining information.

If I am unable to redirect the create to the create case form, I can add more fields to the quick create.  Still, I would like to try and move the system back to how it was before this upgrade.

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  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: When using lookup field, change form when user selects no

    Hi

    If you want to disable the Quick Create functionality for your system, you can do so as suggested by others.  

    Since you are on CRM online and Unified Client Interface (UCI) is now the default UI for the latest online instances. I thought it might be worth mentioning a second approach to solve your problem. Please see below

    If you are switching to UCI soon, you could just remove the quick create form from the App and this will force it to open the full form. By following this approach, you are not completely disabling the quick create feature in your system, and you might need the quick create feature lets say Dynamics 365 App for Outlook or Mobile or Tablet Apps.

  • Verified answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: When using lookup field, change form when user selects no

    you need to disable "Allow Quick create" for contact entity..

    You can update this option from customization, uncheck checkbox for Allow quick Create , save customization and publish customization.

    then refresh your browser.. it should open new contact in new window with full form.

  • Verified answer
    ZeroHar Profile Picture
    ZeroHar 377 on at
    RE: When using lookup field, change form when user selects no

    Hello, did you check this option  "Allow Quick create" option in Contact Entity? .

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