Configure tables for quick creation of records and activities
The Dynamics 365 Sales mobile app supports quick creation of records and activities. As an administrator, you can control which records and activities are available for quick creation and which fields are available in the quick creation form.
License and role requirements
| Requirement type | You must have |
|---|---|
| License | Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, Dynamics 365 Sales Professional, or Microsoft Relationship Sales More information: Dynamics 365 Sales pricing |
| Security roles | System administrator More information: Predefined security roles for Sales |
Enable a table or an activity for quick creation
A table or activity should have the following properties to be available in the quick creation list:
- Enabled for quick creation and visible in the mobile app
- Has a quick view form
Enabled for quick creation and visible in the mobile app
For a table or an activity to be available for quick creation and visible in the mobile app, ensure that the following properties are selected in the table or activity metadata:
- Allow quick create
- Enable for phone express
When you select the checkboxes, the following metadata properties are set:
- IsQuickCreateEnabled is set to true
- IsVisibleInMobile is set to true
Has a quick view form
Quick creation is enabled only for a table or activity that has a quick view form. More information: Create a quick view form
Control which fields are displayed in the quick creation form
Fields are obtained as an aggregation of the following:
- Fields from the table's or activity's main quick view form
- Fields that are ApplicationRequired (see RequiredLevel)
Supported field types
Currently, quick creation supports the following field types:
- String
- DateTime
- Money
- Integer
- Picklist
- Lookup
- Customer
- Memo
- Generic Text