Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Unanswered

2 different quick create forms for one entity

(0) ShareShare
ReportReport
Posted on by 4
Hi everyone,
 
I would like to use one quick create form for adding an input team to an opportuinity (quick create form)and another one for adding an input team to a salesorder (Order Input Team quick create form). 
 
 
 
 
Depending on the embedding mask the one or the other should be opened when someone clicks on + within the input team subgrid. 
 
I read the answer from 2 years ago (it's not possible) and wonder whether it's still not possible and in case it ts possible how to make it work.
 
Kind regards
 
 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,971 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,846 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans