Creating Quick fields tool in MS CRM

Quick Create Field

Quick create field is a windows tool used for Microsoft Dynamic CRM, which is run under windows operating system. Usually in MS CRM if we want to create fields manually it will take lot of time, In that case instead of creating fields manually use this Quick create field tool to create the fields automatically and quickly.

 Download  the setup file here

  • Quick Create Field

    Quick create field is a windows tool used for Microsoft Dynamic CRM, which is run under windows operating system. Usually in MS CRM if we want to create fields manually it will take lot of time, In that case instead of creating fields manually use this Quick create field tool to create the fields automatically and quickly.

    This tool can create the following type fields

    • String (Single line text)
    • DateTime (Date Time)
    • Boolean (Two Options)
    • Picklist (Option set)
    • Double (float)
    • Money (Currency)
    • Memo (Multi line text)
    • Decimal
    • Integer (Whole number)

 

This Quick create field Tool required a excel file to read the name and type of the field. So first you need to make sure that the excel sheet contains Display Name and Type columns.

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  • Make sure that the type of the fields should be same as in excel sheet as shown in figure.
  • Open the Quick create field tool provide the credentials and login to your CRM.

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  • After login successfully you will be redirected the following form.

 

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  • Browse the excel file and select the entity in which you want to create the fields.

 

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  • You can provide the excel prefix for the field which you like, this is an optional field, by default it will take new as prefix.

 

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  • Now click on the “create field” button, it will create the fields.
  • Progress bar shows progress of the work.

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  • Go to setting-> customize the system, select account under entities and then click on fields to view the fields in the CRM..

 

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