Tip #1233: Make connections via quick create

Two connected boards emitting blue light

Anyone ever use any voodoo to make Quite Create from connections/stakeholders? Experienced customizer (pretending I am Joel – t.j.) If your question is how to make connections via Quick Create, I’ve created a custom entity that creates connections using workflow. You could show that via Quick Create form. Connections are useful but have notoriously bad user experience. We’ve been dealing […]

Tip #1231: Activity Quick Create in Unified Interface

white learning number trading cards

I’m testing Unified Interface and when I create an activity from the timeline control I don’t see the quick create form. Reader question One thing that can cause this to happen is if you don’t have the Appointment, Phone Call, and Task entities in your model driven app. In other words, if you just have […]

Tip #1192: Quick Create for custom entities in Unified Interface

A cheetah uses a termite mound to get a good vantage point to look for the next meal. Masai Mara, Kenya.

Remember the problems with viewing custom activity in Timeline? The unified monster Do I need to sell my left or my right kidney to make the feature X work in Unified Interface? is back. This time, Quick Create was not showing up for custom entities neither for me nor for Guido “Future Olive Farmer” Preite. […]

Tip #965: Pass Parameters to Quick Create Form

Create together

If additional initialization logic is required when a form is opened, Dynamics 365 offers a choice between setting default field values (easy) and configuring custom parameters (not as easy but straightforward). Quick forms also take parameters when opened. But, as Daryl “Always Raising” LaBar has discovered, sometimes it just does not work. Short version: If […]

Tip #173: Don’t disable quick create for standard entities

During a recent deployment, users started seeing the following error in CRM for Tablets when creating opportunities. The curious thing about this error was that it did not happen in any other interface, and only happened in the tablet app when creating records. Viewing existing records did not give us this error, and app traces […]

Tip #126: Removing an entity from “Quick Create”

One of the new features of Microsoft Dynamics CRM 2013 is the ability to use Quick Create: The Quick Create menu contains multiple entities out of the box but you can remove an entity the organization is not using by following these 3 simple steps – we will remove the “Competitor” entity in this example: 1. Navigate […]