Nested Quick Create form in CRM 2015
In CRM 2013,
If we click on Create button for Quick Create a record
Say for e.g. Contact record
And want to create a new Account record to be associated to it
We need to click on “Look Up More Records” and then “New”
This opens up the default Contact form
However in CRM 2015,
We have a New Button
It will open the Quick Create Form for the account record instead of the default form as in the case of CRM 2013.
On creating and saving the account record, it will close the Account record and populate the lookup in Contact record
Reblogged this on Dynamicsofdynamicscrm.
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