This article is part of our Microsoft Feature Review Series. These short, to the point blogs offer a quick snapshot of information for users who need a quick overview of a feature, how it's managed or configured, some insight into how a business or organization can use it, and links to resources or tutorials for a deeper dive.
Have you ever heard a user say that entering records in D365 is cumbersome or too intensive? Sometimes we just need to enter some basic information to get the record created in the system—nothing fancy. We can get back to it later when we have more information (or time!).
Enter: the Quick Create Form.
These are exactly what they sound like—a quick way to create a row in a table. You can learn about these forms in greater detail for on-premise or Power Apps.
At the time this blog is published (spring 2021), only the following tables have Quick Create Forms enabled by default:
You can configure custom tables to have Quick Create Forms, but you'll need to follow the steps below to enable that functionality.
Quick Create Forms will respect any code scripts or business rules in place on the entity. Note, however, that a business rule can be specific to a form. For this reason, if you want the business rule to extend to the Quick Create Form, you'll need to enable it for all forms.
Important Reminder: if a field is "Business Required" and it's not on the Quick Create Form, the user will get an error, and the record will not save. Suppose a business rule exists that changes a field to "Business Required" based on a value in another field ("trigger field"), and the trigger field is on the form. In that case, the required field should also be placed on the form to ensure the user can enter the required data when it changes to Business Required.
Another note worth mentioning pertains to mobile apps. If you have a Quick Create Form, the mobile experience will default to this form. If one does not exist, one will be created automatically. It will take a generalized approach concerning fields in this scenario. You can find more detail on this in the article linked earlier in this post.
Quick Create Forms help bring efficiency to data entry. A simple example is to collect leads, contacts, or opportunities while on the road, entering the basic information initially then revisiting to add further depth of data after the interaction.
Start using Quick Create Forms to move through your workload efficiently without being bogged down by navigating the entire form when it may not be necessary. Need help navigating your way through Power Apps or other Microsoft business products or solutions? Contact our team at C5 Insight for Microsoft assistance and expert strategy.
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