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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).
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:
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!