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Quick View Forms

   Words by Paul McQuillan

   on 08/02/2019 13:00:00

In earlier versions of Dynamics we were restricted to only showing fields from that entity at a time – however from CRM 2015 onwards, we have being able to add Quick View Forms into our design of a Form for an Entity.

This allows us to ‘peek’ into a related Record and see a (read-only) view of that related record.

An example of this is showing the details of the Primary Contact from the Company Account, so the User can see the Contact Details without having to navigate into a separate screen:

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This can be useful for building a better User Experience, and also helps good data normalisation and resist the temptation to copy Field Values between Entities which can lead to problems further down the line.

Creating a New Quick View Form

Navigate to the Entity you wish to customise, select Forms, and within the New dropdown, select ‘Quick View Form’

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Accessing the ‘Quick View Form’ option within the Forms area for the Property Entity

Quick View Form Designer

The Quick View Form Designer functions similarly to the Main Form Designer, where we can add new Sections and Fields to the Main Tab.

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The Quick View Form Designer with a single tab format

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A Quick View Form Tab populated with a series of Fields

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New Quick View Form within the list of Active Forms

Adding a Quick View Form to a Main Form

Select a Section within the Main Form of the Entity click on the ‘Insert’ tab on the Ribbon

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Insert Tab within the Main Form Ribbon

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Quick View Form button within the Main Form Ribbon

Upon selecting ‘Quick View Form’, a window will appear where we can configure the Quick View Control

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  • Name – Unique Name of the Quick View Control.
  • Label – The label to display (if required) on the Main Form.
  • Lookup Field – The lookup field we are targeting to map information to the Quick View Control.
  • Related Entity – Which Entity we will be mapping to the Quick View Control.
  • Quick View Form – A dropdown list of Active Quick View Forms against that Entity.

Working Example

By following the steps above, we can put this into a practical example.

Say we have an Entity for a Valuation Report in our CRM, and we want the User to be able to view the Property Details directly from the Report – we can add our Quick View Form and display these details directly from the Valuation Report Form.

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Further Reading

The following articles give additional information on Quick View Forms in Dynamics:

Create or edit a quick view form to view information about a related entity

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-edit-quick-view-forms

Create Quick View Forms in 3 Easy Steps

https://www.websan.com/blog/item/720-create-d365-quick-view-forms-in-3-easy-steps 

Quick view control properties

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/quick-view-control-properties-legacy

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