Quick create--Enter new contacts (or other data)--fast!

Dynamics CRM 2016
 

Updated: November 1, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

The Quick Create command makes it fast and easy to enter almost any type of information into the system. The command is on the nav bar, so it’s always available whenever you need to enter new info into the system.

With Quick Create, you need to complete only a few fields. Later, when you have more time or more information, you can fill in more details.

You can quickly create:

  • Contacts

  • Accounts

  • Leads

  • Opportunities

  • Campaign responses

  • Competitors

  • Activities: tasks, phone calls, email, or appointments

In Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update or later, when you add a new sales opportunity to the system by using the Create command on the nav bar, you can now create a contact at the same time. In previous versions, you had to create the contact before using the Quick Create command to add an opportunity.

  1. On the nav bar, click the plus sign Quick Create button, and then click the item you want.

  2. Fill in the fields, and then click Save.

  3. If you would like to continue adding information, click View Record. To create another one, click Create Another.

System_CAPS_noteNote

Required Field button next to the field on the screen means the field is required.

Recommended Field button next to the field on the screen means your organization recommends that you fill in the field.

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