Nested Quick Create in Microsoft Dynamics CRM 2015
Roshan Mehta, 18 September 2014
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.
Let’s say you are given a business card and you want to enter the details of a person into your Dynamics CRM 2015 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 Dynamics 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.
Now let’s compare this with Dynamics 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.
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.
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.
This new feature will definitely save you time in creating core records in your CRM implementation.