Enabling Quick Create Forms in Dynamics 365: A Step-by-Step Guide

Introduction Quick Create forms in Microsoft Dynamics 365 facilitate streamlined data entry for specific entities. Sometimes, the option to create these forms is greyed out, posing a challenge for users. This guide addresses this issue and provides a solution.

Problem Statement Creating a Quick Create form for an entity in Dynamics 365 can be hindered if the 'Allow quick create' option isn't enabled in the system customization settings, leading to the option being unavailable or greyed out.

Solution Overview To resolve this, one must navigate to the system customization section of Dynamics 365, locate the entity in question, and modify its settings to enable Quick Create forms. This requires proper permissions for accessing and modifying entity settings.

Step-by-Step Guide

1. Accessing System Customization: Go to the system customization area in Dynamics 365, usually under 'Settings' > 'Customizations.' Find the entity to be modified within the customization area.
2. Modifying Entity Settings: On the entity definition page, find the 'Allow quick create' checkbox.
3. Enabling Quick Create: Check the 'Allow quick create' box if it's unchecked, to enable Quick Create forms for the entity.

1. Saving and Publishing Changes: Save the changes and publish them to activate the Quick Create form.