You can configure a quick create form so that users are presented with fewer fields to complete when they first create a record. Doing this helps users to create records more quickly, by leaving some information to be completed later. A quick create form can only contain a single tab that contains three columns with one single-column section in each column. The three sections can only contain fields and spacers (or be left empty).
A user can access a quick create form to create a new record in four ways:
• Click the Create (+) button on the navigation bar, then click the entity that you want to create a record for, as shown in the “Create Records From the Navigation Bar” figure. This “global create” feature is always available so that a user can create a record quickly and then return to his or her work. For example, a user can create a Case to deal with an incoming support issue, and then return to an Opportunity record that he or she is working with.
• At the bottom of a lookup field drop-down list, click the New button to create a new record instead of selecting an existing record. When the record is saved, the new record link will already be completed in the lookup field.
• In a sub-grid, click New (+), click the lookup icon, and then click New instead of selecting an existing record.
• In an Associated View, click Add New <Entity>.
To create a quick create form, follow these steps.
1. Navigate to Settings > Solutions, and then double-click to open the Solution that you want to customize.
2. Expand the entity for which a quick create form is required.
3. Click Forms.
4. Click New.
5. Select Quick Create Form.
6. Modify the quick create form by using the form editor in the way you would configure any other form. Make sure that you remain within the limitations of a quick create form.
7. On the ribbon, click Save and Close.
8. In the solution, click the entity.
9. In the Data Services section, check the box next to Allow quick create.
10. On the ribbon, click Save.
11. On the ribbon, click Publish.
Note: An entity will not use quick create forms unless you also enable the entity property Allow quick create. You can enable the property first, or create the form first. However, you must perform both tasks and the entity must be published before the users can create records using the quick create form. You might have to refresh the Microsoft Dynamics CRM page in the browser for the entity to be displayed in the global create area.