What’s New in Dynamics CRM 2013 – Quick View Forms

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In Dynamics CRM 2011 we had the ability to add sub-grids to record forms to display a list view of child records related to a parent record.  For example on the Account form we could display all of the Contact records that were related to the Account.  Also, by customizing this view we could display the field values for the Contact records that were most relevant to the user as they were viewing the parent Account record.  This is certainly a great feature and one I frequently use in designing forms for our clients.

I have often had customers ask me if the reverse functionality was available.  That is, could we display fields from a related parent record on a child record form?  For example, could we display fields from the parent Account record on the child Contact record form?  In the past, the short answer to this question was no.  In order to see field values for the related parent record, you had to click on the value in the lookup field on the child record to open the parent record.  (The longer answer was yes, with some Jscript customization).

I am pleased to announce that this functionality is now available in Dynamics CRM 2013 with the new Quick View form type!  This Quick View form can be customized to show field values for an entity (like Account).  Then the Quick View form can be placed within a child form (like Contact) to display the fields of the related parent (Account) record.  In this way, a user can see pertinent information for the parent (Account) record without having to navigate away from the child (Contact) record.

I can think of many applications of this.  For example, we have a client who helps companies to create alignment between leaders, teams, and company strategy to deliver best ever outcomes.  Their CRM system is configured to track information about the Programs (parent record) that they are delivering to their clients via one or more Sessions (child record).   The Program record contains information about the targeted outcomes for the program while the Session record contains details like dates, times, and locations of the sessions.

Currently, the session facilitators review the details on the Session record and then must click on the Program field to open the related Program record to review the targeted outcomes for the program.  With the new quick view form in CRM 2013 they will be reminded of the targeted outcomes for the program while reviewing the details of the session without navigating to the Program record, further enhancing their ability to provide best ever outcomes for their clients.

Whether you are upgrading your existing Dynamics CRM deployment to version 2013 or implementing Dynamics CRM 2013 from scratch, we recommend considering whether you need to display information from related parent records in your forms.  If you do, the new Quick View form is the best way to accomplish this.  If your organization could benefit from the new Quick View in Dynamics CRM 2013 and / or would like some assistance with upgrading to the new version and taking advantage of its many new features to enhance your business processes, please contact the experts at NexusTek at 303.773.6464 or sales@nexustek.com.

By: Randy Bristol, Director- NexusTek Dynamics Solutions

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