CRM 2015 – Nested Quick Create Forms

The introduction of Quick Create Forms in Dynamics CRM 2013 provided a simpler way for users to create records for core entities from anywhere within the system. However, there is one disadvantage in that it does not launch subsequent Quick Create forms to populate lookup fields. Thankfully, Dynamics CRM 2015 supports what are called “nested” Quick Create Forms.

clip_image002

Let’s say you are given a business card and you want to enter the details of a person into your CRM system. You could use the Contact Quick Create form to enter the basic details of the person, but what happens when you need to create an Account record for that person at the same time? In CRM 2013, you would have to click on the Company Name lookup, then Lookup More Records followed by the New button which would pop open an empty Account form in a new window.

clip_image003

clip_image004

clip_image005

Now let’s compare this with CRM 2015 and its ability to launch multiple Quick Create forms when populating lookups. Again you would enter the basic details of the person, but now when you click on the Company Name lookup, you will see that the New button is available without having to open the Lookup dialog.

clip_image006

clip_image007

When we click on the New button, an empty Account form will not be displayed in a separate window. Instead, a nested Quick Create form is displayed.

clip_image008

This makes it super easy to create records from the Quick Create forms! Now the question is, how many nested Quick Create forms can we launch in one go? I added the Parent Account lookup to the Account Quick Create form and managed to launch 10 Quick Create forms at one time. Once you reach the limit, the New button is no longer displayed.

clip_image009

This new feature will definitely save you time in creating core records in your CRM implementation.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s