How can i merge forms in custom entities like in opportunity form in crm 2013 RRS feed

  • Question

  • Hi,

    I want to merge two forms in custom entity like in opportunity form in CRM 2013 . When I add stackholders in opportunity form It opens within the opportunity form. Same as I want to do with two custom entities for example : new_opportunity,new_stackholder. Please guide me how can I do that?

    here is opportunity form example

    When i create stackholder from opportunity from then contact form displays with in the opportunity form (within one window) same as I want to do that with custom entities forms. How is it possible

    Contact form is displayed with opportunity form

    Wednesday, March 26, 2014 3:35 PM

All replies

  • You can use Quick Create Form feature for CRM 2013.
    Saturday, May 10, 2014 7:25 PM