D365 CRM Multi Quick Create Forms and SubGrid

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Posted on by Amer Azzam

Hello,

I have Multi quick create forms in one of the entities in Dynamics 365 CRM. I need to select the needed quick create form in the Subgrid in different entity.

Can I choose which quick create form to open from the subgrid ? or only 1 quick create form will open by default?

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Suggested answer

pavanmanideep 1,331 on at

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You can only set one form for quick create...you can set that in the form order...please refer to this post for more information...

community.dynamics.com/.../point-of-quick-create-form-order

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Verified answer

Vinit_Bhagat 102 on at

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Hi Amer,

You can set only one Quick create form. if there are multiple quick create form then you can use "Form Order" as shown in below screenshot.

Place the required form at the first position as shown below.

Then click on OK. Save and publish.

Please mark as verified if the answer is helpful.

Thanks!

Vinit

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