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CRM 2013 - Quick Forms

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Working in CRM 2011 and earlier you'll eventually encounter quite a few new windows and popups that potentially can tab you away from what you are working with.

In the December 2012 Update, we introduced the concept of the “Quick Form” that can

  • Show a customized mini form to create a new record of an entity without leaving the context of the current process

  • Surface data from related entities onto a form, for example Contact information onto the Case form.

    If the customer record does not yet exist in Microsoft Dynamics CRM, a new contact can be created when you click New, found in the lower right hand area of the in-line lookup results.
    x

    x
    This action will launch an in-line create Quick Form, which will allow you to create a new contact record without the need for an additional pop-up window
    x

 

The customization story for these Quick Forms were, well, kind of limited, as the forms were not shown in the form editor and Create/Read/Update/Delete operations were blocked through SDK/Solutions.

In the upcoming Microsoft Dynamics CRM 2013 (expected around October 2013) these quick forms will be omni present and can be launched from the top navigation bar (the blue bar at the top of the UI) or anywhere you see a "plus" sign. Further its expected thats these surfaces will be opened up allowing you to update the out of box quick forms as well as creating your own forms.

With an entirely new user experience, Microsoft Dynamics CRM 2013 allows you to view everything you need in one spot—fast, fluid, and relevant to the work at hand. No pop-up windows.

 

Disclaimer

"Microsoft Dynamics CRM 2013" is a pre-release product under development. The information in this blog post represents my personal understanding and expectations as of the date of this blog post. All pre-release product release dates and features specified are preliminary based on current expectations, and are subject to change without notice.

Comments

  • Anonymous
    July 04, 2013
    It's going to take a little getting used to...

  • Anonymous
    July 04, 2013
    Oh, wow.  Are we calling this CRM 2013 now?  Wow, that's huge!

  • Anonymous
    July 23, 2013
    What's old is new again - we had quick forms back in CRM3

  • Anonymous
    September 25, 2013
    Similary I created quick view form for owner to get phone no, but now How to delete quick view form from entity form?? any idea