Customer Engagement & Dynamics CRM Forum

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  • 1.  Quick Create Functionality

    Posted Oct 24, 2019 10:24 AM

    I am currently building a custom solution for our IT department to track some functions we do inside the organization. The internal employee I am working with to develop this solution has expressed interest in using/having the quick create functionality for the entities that I am using. However, these entities I am leveraging are used in other areas of the company and they do not need or do I want them to have the quick create ability. 

    Is there a way to limit the quick create option to only certain users? I tried to add the Quick Create form to only 1 of the Model Driven Apps but in the other you were still able to select the "+" and choose the form even though i didn't have it on the app. I also tried looking into security roles on the form, but the system threw an error saying i couldn't enable specific security roles on Quick Create forms. 

    Any feedback would be great! 

    Erik Seitz
    RJ Corman Railroad Group, LLC
    Nicholasville KY

  • 2.  RE: Quick Create Functionality

    Posted Oct 24, 2019 10:32 AM

    Hello Erik,

    "Quick Create" is a global feature (it's either enabled or not) and it doesn't provide that kind of granularity (enabled for one set of users and not available for the rest).

    Andrew Butenko

  • 3.  RE: Quick Create Functionality

    Posted Oct 25, 2019 07:54 AM
    Edited by Rex Kenley Tan Oct 25, 2019 07:55 AM

    A "hack" would be is to have a js function that would turn all fields invisible and reject the save event when an unauthorized user is using the quick form.

    I don't think you can make the plus sign invisible, which is the proper solution.


    Rex Kenley Tan, MCSD: App Builder
    Tallmadge OH

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.

  • 4.  RE: Quick Create Functionality

    Posted Oct 25, 2019 08:28 AM
    @Erik Seitz You could look at creating a PowerApp.  This would allow you to choose the fields/inputs that you want that would make sense for quick create and also can control who can use it. ​​

    Eric Veneziano
    Sales System Analyst
    Minitab, Inc.
    State College PA

  • 5.  RE: Quick Create Functionality

    Posted Apr 07, 2020 09:54 AM

    You can make the "+" sign invisible using the Ribbon Workbench.  You may need some JS as well depending on your hide criteria.  Basically, you find the "New" button(s) in the Subgrid section and add your criteria as needed.

    Hope that helps a bit.


    Glen Wolinsky
    Lead Applications Developer
    Miller & Martin PLLC
    Chickamauga GA

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