Quick Create Forms

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To create a quick create form, go to the entity and select Quick Create Form:

This will open:

Drag across the fields:

Save changes.

On the Information tab of the entity, make sure Allow Quick Create is checked:

Save and publish.

In CRM, click on the + sign.

The quick create form will be displayed:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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