web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

How to enable Quick Create for Quote Lines in Model Driven App

(0) ShareShare
ReportReport
Posted on by 3,079

Hello, I want to enable Quick create form on Click of New Quote Line button on Quote form. 

So when i click on new quote line, it should open quick create form of quote lines, instead of main form of quote lines.

pastedimage1570656370719v1.png

Thanks, 
Ashish

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    You only need to enable quick create forms in the entity settings of the default solution.

    Go to Settings > Customizations > Customize the System, Data > Entities, select Default to All, open entity Quote line.

    pastedimage1570671516434v1.png    pastedimage1570671713126v2.png

    Click Settings > More Settings > Create and update settings, check 'enable quick create forms'. Save and publish.

    pastedimage1570671789267v3.png    pastedimage1570671858274v4.png

    The entity Quote Line has an OOB quick create form, and it is added to the Sales Hub app by default.

    pastedimage1570672117386v5.pngpastedimage1570672172236v6.png    

    If you can't use the quick create form after you have enabled quick create forms, check if the Quote Line has a quick create form and if it is added to the Sales Hub app.

  • ashish12 Profile Picture
    3,079 on at

    Thanks :)

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 108 Super User 2025 Season 2

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans