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  • eLogic

Utilizing Quick View forms in Dynamics CRM2013

One great feature introduced in Microsoft Dynamics CRM 2013 is the ability to create and embed Quick View forms. Quick View forms are great when you need to see information from a related entity on the current form you are working on. For example, when adding a Primary Contact to an account, seeing their email address and phone number can be extremely beneficial. In the past you would have to create the related fields on the entity and then use a workflow or JavaScript to automatically populate the information based on the contact selected.

With Quick View forms, you can simply add the related entity fields to a form and then embed that Quick View form on the other related entity. In the example below, you will see how to setup a Quick View form as well as embed it on the related record.

Step 1: Create the Quick View form

For this step, go to the related entity of the primary form you need to display the data on. In this case we are using Contact and creating a Quick View form that contains the Contact’s email address and primary phone number.

New quick view form:

New Quick View Form with Email Address and Phone Number

Add phone number and email address to the form then Save and Close:

Step 2: Add the Quick View form to the related entity form

In this step you will place your newly created Quick View form on the related entity to display the related information. In this case we will show the Primary Contact information on the Account form.

Open the Account form and locate the Quick View Form icon within the Insert Tab

Locate the area on the Account form that you would like the information from the Quick View form to be displayed (Preferably right below the Primary Contact lookup field) then click on the Quick View Form Button. Provide a Name and Label and select the lookup field to the related entity (Primary Contact), the related entity (Contact) and the Quick View Form to display (Contact Email and Phone)

Change Quick View Control Properties

Once you have selected everything click OK and move your Quick View form to the desired location and save your form. Then publish all customizations and confirm that the newly created Quick View form has been embedded on the Account form.

Confirm that the newly created Quick View form has been embedded on the Account form

Take note that information on the Quick View form is Read Only. You will also notice that your instance of CRM 2013 probably has some Quick View forms already created by Microsoft.

Hopefully this helps make the most out of the Quick View form creation feature within CRM 2013.

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