Blog Archives

Cannot assign security roles for Quick Create and Quick View forms in Microsoft CRM 2013/2015 – MB2-703

There is an interesting question in MB2-703 certification which could be confusing even for those who have worked on CRM for some time.

Question: You create two Quick Create forms on the Lead entity. The Quick Create forms are for different teams that process Leads for different product groups.

Which factor controls the Quick Create form that is available to each user?

  1. The form order of the Quick Create form set
  2. The business process flow
  3. The activation status of each Quick Create form
  4. Security roles

At first, I thought the answer is 4. Security Role, as there is an option to assign the role per form. But wait, for Quick Create and Quick View form types, we cannot assign security role!!

Windows Server 2012 - CRM 31

Answer here would be 1. Form Order

Advertisements