For the latest updates to this post please visit the original posting here: Exploring the Quick View Forms in CRM 2013 One of the exciting new features of Microsoft Dynamics CRM 2013 is called the Quick View Form, which allows you to view summarized information from one record in another record. This blog will show you how to create and use a quick view forms in CRM 2013. It consists of a two-step process:
Step 1: Create the quick view form on the desired record that will be displayed.
Step 2...(read more)![]()
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