Dynamics CRM 2013 introduces new Quick Create Forms to speed up data entry from anywhere in the application. The beauty of these forms is that they can be customized to meet the needs of your organisation. In this post, we will take a look at the customization options which are available for Quick Create Forms.
To customize this form, navigate to the list of forms that have been configured for the Contact entity. You will notice the new “Contact Quick Create” form available in the list.
The configuration options of this form is very similar to that of the main form for the Contact entity. However, there are less components that are available to add to the form.
Starting with the INSERT tab, the only component you can add to the form is a spacer. There is no concept of tabs, sections or web resources on Quick Create forms.
Additional options can be configured on the HOME tab.
This button lets you modify the properties of the following form components:
This option allows you to configure “on load” and “on save” events, specify various display options, and configure parameters and non-event dependencies.In my next post, we will take a look at an example of customizing the Contact Quick Create Form.