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
- Navigate to Settings > Customizations > Customize the System.
- Expand the account entity and select Forms.
- Click the New button and select Quick View Form from the drop-down options.
- A form similar to the old account form opens up. You have the option of adding sections, sub-grids and spacers between fields.
- 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:
- Click on Insert to select the Sub-Grid icon to create a new sub-grid.
- 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.
- Once the sub-grid is added, save and publish the form.
How to Display the Quick View Form on another Entity:
- 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.
- Click on the Quick View Form button on the top right to insert the quick view form.
- A new window opens up that lets you select the quick view form you had initially created for the account record “New Form.”
- 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!