It would be very useful if you can create a new Account record from a potential customer field in Order entity.
Currently, if a quick create form is enabled for Account and Contact in Dynamics 365, when you click + New on a lookup field for Potential Customer, it will open a quick create form for Contact.
If a quick create form is not enabled for Contact, when you click + New on a lookup field on a Potential Customer field, it will open a new creation form for Contact (again).
I was expecting it to open a quick create form for Account but this does not happen.
It will always open a quick/standard create form for Contact.
Comments
It is a common event not only for order entry entities but also for customer fields.
Category: General
Administrator on 6/11/2019 2:54:35 PM
Thank you for your feedback!
This functionality is available now in the new user experience - Unified Interface. Please refer to the following link for more information.
Sincerely,
Naitik Shah
Microsoft