Editable Quick Forms for Dynamics 365 & Power Apps
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 they're most convenient for end users.
Demonstrating Editable Quick Forms
How Editable Quick Forms Works for Dynamics 365
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.
How to Deploy Editable Quick Forms
Editable Quick Forms Pricing
Editable Quick Forms for Dynamics 365 is one of many solutions that are available at no additional cost as part of Preact's Elevate 365 Managed Service. This can also be purchased using our Solutions 365 subscription from £8.25+VAT per user / month which provides full access to all the packaged products in Preact's Solutions Hub.
Further solutions which can be deployed using either of these subscriptions include:
Bank Account Validation
HTML Table Designer
Drag & Drop Sub Grids
Editable Quick Forms
Price List Manager
Current Date Setter
Parent Visual Lookup
Contact us to learn more and deploy the Editable Quick Forms solution.