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

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 , 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.


Note

next to the field on the screen means the field is required.

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


Applies To

Dynamics 365 (online)

Dynamics 365 (on-premises)

Dynamics CRM Online

Dynamics CRM 2016

Dynamics CRM 2015

Dynamics CRM 2013