Tuesday, May 20, 2014

MSCRM: a Quick look at the Quick View Form

The Quick View Form, new for MSCRM 2013 is a type of Form that you can add onto another form- resulting in a "form within a form".   It has a different look than a subgrid, which is really just a View within a form, showing all the related records.

Use the Quick View form when you want to see the details of a look up field.  You could just click on the look up field name and go to the record (example- Click on the Company name from the Contact record to see the Company details), but sometimes it's handy to have the information right in front of you.  Below is an example of a Quick View form for a custom entity called Service Contract:

Below is the Opportunity involving the renewal of this service contract:

Very handy indeed!  If you'd like to explore the Quick View Form in greater detail, check out the following Blog:


1 comment:

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