This is a very general requirement to open quickly create forms when we click on the "+New" button from subgrid. In this blog, I would like to share step by step, enabling quick create forms when you click on subgrid "+New" navigation in Microsoft dynamics 365 unified interface. As an expert Microsoft CRM Development team, we like to share a tutorial on How to open custom entity Quick creates forms from subgrid “+” icon in Dynamics 365 unified interface here.
We all know that we can only add subgrid when the parent entity has a 1: N relationship with the subgrid entity. For example, here is my scenario; I have created a custom entity called “Manager.” I want to display a subgrid of a “Manager” entity in Account form. Now when I create the “+New” button of Manager subgrid in the Account forms, I want to open a Manager Quick Create Forms instead of the main forms.
First thing first, let's go to the "Manager" entity information page and allow quick Create by click on the checkbox.
Then I go to forms create new quick create forms, please note for custom entity there is no default quick create forms automatically creates by dynamics 365, so I have to create quick create forms in “Manager” entity.
After adding fields in the quick create form, I click on “Save As “and give a nice name and created quick create forms.
What next, as you know, we need to display the “Manager” subgrid in the Account entity, so we have to create a 1: N relationship Account entity. So here is my 1: N (Account: Manager) relationship.
The reason is to mention here the relationship is that you need to make the relationship lookup field as business required.
So far is right, and this is sufficient to open a quick create form by clicking the subgrid “+New” button in Dynamics 365 classic or legacy interface. But in a unified interface, as you know, all the module is rendering as an App like Sales hub or Field Service, PSA, etc. We may think that we are displaying the entity in the “Sales area” from the entity information page like below screenshot, so the entity may automatically populate in the sales hub. But this option is for the legacy interface. We need to add the entity in the app to display quick create forms of that entity.
In other words, when we create a custom entity by default, the custom entity will not add in any app automatically in dynamics 365 unified interface, even if you choose the Sales module checkbox from entity information pages.
So, I need to add the custom entity (Manager) in my “Sales hub “app designer. I followed the below steps to add the entity in the sales hub app.
1. Open App designer from My Apps
2. Click on Add --> Entities in App designer.
3. In the list, I selected my custom entity called Manager as I need to open Quick create forms of Manager Entity. By all forms is sleeted, so I have not to change anything here.
4. Then I do publish my “Sales Hub” app designer by clicking on publish icon in the top corner.
Now coming back to Sales Hub App, I need to refresh (CTRL +F5) and go to account forms “Manager” subgrid and click on “+New” button, I can see the quick create forms.-
In summary, make sure you added your custom entity in the app designer or component to display Quick Create Forms.
You may like to go through a tutorial on Show/Hide activity delete button based on Activity Status.