Using the Quick Create Button in Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM

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    Summary: An informative article describing the new Quick Create Button in Microsoft Dynamics CRM 2013, where to find it and how to use it.
    Article Type: Information / News
    Related Product(s): This article relates to the following products:

    • Microsoft Dynamics CRM 2013
    Related Articles: None

    Microsoft Dynamics CRM 2013 includes a Quick Create option to allow you to quickly and easily create Contacts, Accounts and other types of entity.

    Where do I find it?

    The Quick Create button is available from the top navigation bar of CRM. This is always visible on every screen from within your CRM system. 

    The new Quick Create Button is always available from the top navigation bar in Microsoft Dynamics CRM.

    The new Quick Create Button is always available from the top navigation bar.

    Depending on the size of your screen or window, there may be times when you only see the plus sign without the text.

    The new Quick Create Button may also appear as a plus button without text in Microsoft Dynamics CRM 2013.

    The new Quick Create Button may also appear as a plus button without text.

    What does it do?

    The quick create button allows you to create the following entities:

    • Contacts
    • Accounts
    • Leads
    • Opportunities
    • Campaign Responses
    • Competitors
    • Activities: tasks, phone calls, email, appointments.

    Quick Create saves time by allowing you to fill in the most important fields for the specified record you are creating. If required, you can return to the record and fill in further detail later.

    How does it work?

    Click the Quick Create button to begin. Select the type of record you would like to create. The image below shows the Quick Create Contact screen.

    The new Quick Create Button allows you to fill in the most important fields, saving time and increasing productivity with your Microsoft Dynamics CRM 2013.

    Quick Create allows you to fill in the most important fields, saving time and increasing productivity.

    Related Information:

    in MicrosoftMicrosoft Dynamics CRMNews
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