Tuesday, May 20, 2014

MSCRM: Disabling Quick Create Form

The Quick Create form, introduced in MSCRM 2013, allows users to quickly create records (hence the name!) by entering key information in.  The form is an abbreviated version of the main form.

There may be instances where you do not want your users creating records using this form.  The default behavior fort Accounts, Contacts, Opportunities, and Leads is to allow Quick Create.  To turn this off, System Administrators can navigate to:

Settings ==>Customizations ==> Customize the System

Click on the entity name, in this example it's the Opportunity entity.  Then simply uncheck "Allow quick create":

Save, Publish, and you're all set!


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