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Exploring the Quick View Forms in CRM 2013


Exploring the Quick View Forms in CRM 2013

Post Author: Joe D365

One of the exciting new features of Microsoft Dynamics CRM 2013 is called the Quick View Form, which allows you to view summarized information from one record in another record. This blog will show you how to create and use a quick view forms in CRM 2013. It consists of a two-step process:

Step 1: Create the quick view form on the desired record that will be displayed.

Step 2: Add the quick view form to the record on which it will be displayed.

In this scenario, we will create a quick view form that displays Account information on the Project record (a custom entity).

How to Create a Quick View Form

  1. Navigate to Settings > Customizations > Customize the System.
  2. Expand the account entity and select Forms.
  3. Click the New button and select Quick View Form from the drop-down options.

  4. A form similar to the old account form opens up. You have the option of adding sections, sub-grids and spacers between fields.

  5. Add the desired fields to the form by clicking and dragging them from the list on the right.

How to Add a Sub-grid to the Account Quick View Form

You also have the option of adding a sub-grid to quick view forms. This gives you a chance to display yet another entity in the form. For example, here's how you would add a sub-grid that displays related contacts on the account:

  1. Click on Insert to select the Sub-Grid icon to create a new sub-grid.

  2. A new window opens up where you can give the proper requirements for the sub-grid. This particular sub-grid will display the related contact records.

  3. Once the sub-grid is added, save and publish the form.

How to Display the Quick View Form on another Entity:

  1. Open the main form for the entity where you want to display the quick view form. In this example, open the main form for the Project entity.

  2. Click on the Quick View Form button on the top right to insert the quick view form.

  3. A new window opens up that lets you select the quick view form you had initially created for the account record "New Form."
  4. Once you select the form, you can save and publish the Project form.

Quick view forms in CRM 2013 allow you to display all the related entity information you need all in one place—significantly reducing clicks. These new features have made Microsoft Dynamics CRM even more enjoyable than before.

Check back for more fun blogs to help you with the transition into working with Dynamics CRM 2013, and happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

5 comments on “Exploring the Quick View Forms in CRM 2013”

  1. Once I inserted Quick view Form, how to get rid of it.. Since I don't see it on Entity Form. Also I can not go to form list of Reference Entity and delete it
    Any Idea?

  2. Hi Joe,

    As per your screenshot in step 4 - if you create a new contact using the "+" in the top right of the subgrid, does the resulting contact create form pre-populate with the parent company name??

    Clearly it "should" but does it? I ask because I have a scenario where this is not working as expected.

    Let me know - Thanks - MC.

  3. Is the data in the quick view form editable? Meaning if I'm on the case screen can I update account information directly from the case screen?

  4. Is it possible to have a quick view form for the owner. I have failed multiple times while doing doing so.
    I have now resorted to duplicating data on my entity. Any suggestion?

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