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Power Platform Community / Forums / Power Apps / Dynamics 365 Sales App...
Power Apps
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Dynamics 365 Sales App mobile remove/disable quick form

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Posted on by 230

Inside new Dynamics 365 Sales App When I'm using Relevance Search or I open a recent row, I need to open the entire form with columns and not only a minimal quick form with only editable notes. 

How to remove quick form in order to see the entire main form with editable fields/columns?

This doc doesn't help me:

https://docs.microsoft.com/en-us/dynamics365/sales/sales-mobile/modify-quick-view-form

I have the same question (0)
  • Ram Prakash Duraisamy Profile Picture
    5,593 Super User 2025 Season 2 on at

    Hello @David_Pezzoli,

     

    Not sure which form you are refering can you please share me the snapshot. Because if we are using Relevance search or Recent Record it will open the Main form only.

     

     

    Please mark as Answer if it is helpful and provide Kudos


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  • David Pezzoli Profile Picture
    230 on at

    @rampprakash 

    in my Android Smartphone:

    1. Homepage > tab on recent records:

    1screen.png

    2. Open only the quick view form:

    2screen.png

    No solution to open the main form...no button, no link to open to the main form...only quick view form available

    App: Dynamics 365 Sales mobile v3.21094.27

     

    thx

  • Ram Prakash Duraisamy Profile Picture
    5,593 Super User 2025 Season 2 on at

    Hello @David_Pezzoli,

     

    Could you please confirm you are using this app https://play.google.com/store/apps/details?id=com.microsoft.crm.crmphone.sales&hl=en_IN&gl=US

     

    Please mark as Answer if it is helpful and provide Kudos


    Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
    Blog : https://microsoftcrmtechie.blogspot.com

  • David Pezzoli Profile Picture
    230 on at

    Yep, I confirm I use it

  • Laura Mortick Profile Picture
    2 on at

    David - did you get an answer to this question? I need to disable a Quick View Form as well.

  • David Pezzoli Profile Picture
    230 on at

    Hi @sammygirl , Unfortunately no reply

  • Ram Prakash Duraisamy Profile Picture
    5,593 Super User 2025 Season 2 on at

    Hello @David_Pezzoli  &  @sammygirl,

     

    For disabling Quick View Form.

     

    Navigate to https://make.powerapps.com

    Click Gear Icon at the top

    Click Advance Settings

    Click Settings then Customization

    Then Customize the system then Expand Entities then Click the Entity name and UNTICK ALLOW QUICK CREATE

    Then Save and Publish

     

    That's it 🙂

     

    Please mark as Answer if it is helpful and provide Kudos


    Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
    Blog : https://microsoftcrmtechie.blogspot.com

  • David Pezzoli Profile Picture
    230 on at

    @rampprakash Thanks for your feedback.

    So should I disable the Quick form property for the whole environment?

    What if I want to keep the quick forms for Web Desktop and disable them only for the mobile Sales App?

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