Why is the Quick Create Form Not Showing Dynamics 365: Reasons and Steps to Fix

If the quick create form not showing Dynamics 365, it is usually due to missing configuration settings. You must ensure that Quick Create is enabled for the entity, a specific Quick Create form with fields exists and the form is added to the correct app. Some issue occurs when the parent lookup field is not set as Business Required, causing the system to open the main form or display a blank form because it cannot determine which record to relate the new record to.

If you publish all customizations, refreshing the parent form or clearing the cache can also help resolve these glitches. In this blog you will learn about What is Quick Create Form in Dynamics 365, Why quick create form not showing Dynamics 365 and steps to solve this issue in detail.

What is Quick Create Form in Dynamics 365?

A Quick Create form in Dynamics 365 is a streamlined single pop up form for quickly adding new records like Accounts, Contacts and Leads without navigating away from the current screen. It helps to save time by focusing only the essential fields while still supporting business rules, JavaScript, and form logic. The Quick Create Form appears when clicking the “+” (Create) icon and provides a fast data entry experience, especially useful on mobile apps.

Key Characteristics

• Speed Efficiency: Designed for rapid data entry which requires only critical fields to create a record.
• Contextual: Opens as a pop up or side panel which keeps the user on their current page to avoid context switching.
• Mobile Friendly: Default form type for creating new records in Dynamics 365 mobile apps.
• Customizable: The admins can enable quick creation for most entities, select which fields appear and even add logic via using JavaScript or Business Rules.
• Single Column: Unlike main forms, the quick create forms are single columns with one section by default.

Reasons for Quick Create Form Not Showing

Several factors can contribute to the quick create form not showing in Dynamics 365 which includes.

• Insufficient user permission.
• Unpublished and outdated system customizations.
• Browser Cache and cookies problems.
• Outdated and unsupported browser.
• Disabled quick create form feature.
• Conflicts with third party applications add-ons and Scripts.

Understanding the above problems can resolve the issues and get back your quick create form back up and running.

Steps to Solve Quick Create Form Not Showing Dynamics 365 Problem

Now we have identified the common reasons to go through some troubleshooting steps to solve out the issue for quick create form not showing in Dynamics 365.

Confirm Quick Create Is Enabled (System Level)

• Go to Advanced Settings then navigate to Settings → Administration → System Settings.
• Open the General tab and ensure “Enable Quick Create forms” = Yes.
• Save and publish.

Verify the Entity Supports Quick Create

• Go to Power Apps → Tables and open the affected table (entity).
• Select Properties and ensure “Enable Quick Create” is checked.
• Save and publish.

Ensure a Quick Create Form Exists

• Open the table → Forms and check for a form with Form Type = Quick Create.
• If missing, then click New → Quick Create Form.
• Add required fields or Save & Publish.

Check Form Order (Critical Step)

• In Forms, click Form Order and open Quick Create Form Order.
• Make sure your Quick Create form is active.
• Save and publish.

Verify Security Role Access

• Go to Settings → Security → Security Roles then open the user’s role.
• Under Core Records, confirm Create, Read and Write.
• Also ensure access to related lookup entities.
• Save changes and re-login.

Check Required Fields

• Quick Create will not load if a required field has no default value and a required field is hidden.
• You can fix it by making the field optional, adding a default value or making it visible on the form.

Validate App & Sitemap Configuration

• Open App Designer to ensure the entity is included in the app.
• Confirm the “+ New” button is enabled in the sitemap.
• Save and publish the app.

Check for JavaScript Errors

• Open browser Developer Tools (F12).
• Try opening Quick Create.
• Look for console errors.
• Temporarily disable: Form scripts, Business rules, PCF controls and Test again.

Test with a Different User or Browser

Log in as System Administrator, so try incognito mode, different browser and clearing cache.

Classic vs Unified Interface

• Quick Create is supported only in the Unified Interface.
• If using Classic UI then switch to Unified Interface.

Steps to Prevent Future Quick Create Form Issues

To solve this problem with quick create form not showing in Dynamics 365 consider implementing the below best practices.

• Regularly check for upgrades in Dynamics 365 to the latest version to ensure all features work correctly.
• Maintain all test customizations and changes in a separate sandbox environment before deploying to production.
• Check for all system customizations and changes such as entity, form, and solution modifications regularly to prevent conflicts.
• Provide best training to the users and administrators use Quick Create Forms and other Dynamics 365 features effectively.
• Implement a management process for the system modification to avoid misconfigurations.
• Review and optimize user permissions and security roles to access and use Quick Create Forms properly.

Conclusion

In conclusion, solving issues/problems related to quick create form not showing Dynamics 365 requires a proper approach and a deep understanding of the platform. By following the above steps you can easily prevent and solve this problem of quick create form not showing Dynamics 365. As you continue to optimize Dynamics 365 consider exploring the project management solutions also.