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One of the great new features with Microsoft Dynamics CRM 2013 is the ability to create Quick View Forms. This allows you to display information from a related entity on the form you are currently accessing. One of the most frequent requests that we get is to add the contact’s phone number and email address on the phone call record. In the past, this was usually done via JavaScript. With CRM 2013, all it takes is a couple of steps and you will be ready to go.

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In CRM 2013, there is an out-of-the-box Quick Create View Form for contacts. We will use this form in this example. (You can always build a different quick view form if need be.)

Adding a Contact Quick View Form to the Phone Call Entity in CRM 2013

  1. First, navigate to Customizations and find the Phone Call entity. We are going to modify the phone call form.

Adding a Contact Quick View Form to the Phone Call Entity in CRM 2013

2. Once you have the form open, go to the top menu and select Insert. From that menu, you can select Quick View Form.

3. Now setup the Quick View Control Properties. Provide a name and label and choose if you want the label to be displayed on the form. Then specify the lookup field. In this example, we are going to use the regarding field. Now you will want to select the related entity. Select Contact. Then select your Quick View Form. Once you have all the required pieces, select OK.

Adding a Contact Quick View Form to the Phone Call Entity in CRM 2013

4. Now you should be back to the form, and the quick view form should be added. You can adjust where this information is displayed just like another other field on the form. Make sure you save and publish the changes that you have made.

Adding a Contact Quick View Form to the Phone Call Entity in CRM 2013

5. Now you can see this in action by creating a phone call that is regarding a contact. Once the regarding field is populated with a contact record, the quick view form will be displayed.

Adding a Contact Quick View Form to the Phone Call Entity in CRM 2013

6. One great thing about the quick view form is that it will only display when the Regarding field is set to a contact. If you were to create a phone call for an account, you will see that the quick view form does not display!

Adding a Contact Quick View Form to the Phone Call Entity in CRM 2013

Adding a contact quick view form to the phone call entity in CRM 2013 is just one of many ways that can take your Dynamics CRM to the next level. Keep checking our blog for more helpful how-to guides and tips!

Happy CRM’ing!

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JoeCRM

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