Editable Quick Forms for Dynamics 365
Update field values on related entities without leaving the main record.
Chose which type of related entities to make editable on records.
Reduce time spent jumping between records editing field values.
Place editable forms where these most convenient for end users.
Video Transcriptclose transcript
Preact’s Editable Quick Forms Solution - It’s really useful if you want to update information that’s coming from a relat…
How it Works
Save valuable time and effort by placing editable quick forms on any record in Dynamics 365, allowing users to adjust data for related entities without having to leave the record. Whether this be important details, or simply information that is consistently changing.
As the video thumbnail image above shows, this solution could be used to place an editable quick form for the primary contact to an account form. As a result, these field values for this contact can be updated directly from the account without a need to open the main contact records.
This is just one example to demonstrate its use. The solution has endless possibilities; it can work on any two linked entities. This allows users to update a customer's contact details from a case form, or even adjust project delivery time frames for custom project entities, directly from a related opportunity record. Apply the forms to fit your business needs.
Using our Editable Quick Forms solution will reduce time spent flicking between records, ensuring that information is always up to date as users don't need to remember to edit information later, and generally boost users' ability to work efficiently.
The Editable Quick Forms Solution for Dynamics 365 is free for Preact Managed Service clients.
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