Quick create--Enter new records--fast!

Applies to Dynamics 365 for Customer Engagement apps version 9.x

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
  1. On the nav bar, click the plus signQuick 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.

Note

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

Recommended Field button next to the field on the screen means it is a Recommended field.

See also

Work with accounts and contacts
Nurture sales from lead to order
Keep track of notes, tasks, calls, or email with activities