Quick Create Forms in CRM 2013 OR How to display Quick Create Form for Custom Entities in CRM 2013

Version used for this post : CRM 2013 Online trial

For Quick View Forms in CRM 2013, please refer the following link

http://crmorion.blogspot.com/2013/10/quick-view-forms-in-crm-2013-or-how-to.html

As you all know Quick Create Form is a nice a feature in CRM 2011. Lets learn the ropes of Quick Create Form in CRM 2013.

In order to get a better idea, lets consider a custom entity called Budget. 

So we aim to bring the quick create form for Budget in the Quick create Area as shown below. 

1. Firstly we need to do the following Setting on the entity (Budget in this context).

Settings --> Customizations --> Customize the System--> Default Solution ( OR your custom Solution in which Budget entity [ custom entity]  exists) -->Budget entity

Tick the check box Allow Quick Create. Please note that this property ( Allow Quick Create)  could be updated any time. As you know there are some attributes which can not be updated after the entity creation.

2.  Next step is to create a Quick Create Form. Lets navigate to Budget entity --> Forms

And select New Quick Create Form as shown below.

3. In simple words, we could place the most necessary fields of the entity on the Quick Create Form. In this case just name is alright. The next step is our usual CRM no-brainer , SAVE the form and Publish.

4. When we click on the Create we could see the option to create Budget Quick Create Form.

5. And it opens our sample Quick Create Form in CRM 2013.