Microsoft Dynamics CRM 2013 : Quick Create (User)

In Microsoft Dynamics CRM 2013, you can use the “quick create” button to create in an easier way your record, activities or entities records.

User action

I create a new lead from the “Quick Create” Button :

I click on the lead button. In the standard version, you have this list of entities :

• Activities
• Task
• Phonecall
• Email
• Appointment
• Account
• Case
• Competition
• Contact
• Lead
• Opportunity

A new form appears, it contains less field than in the classical lead form.

When you have finished to complete the field, click on “Save” :

 

Click on “"View Record” to open the form :

Now, You open the classical lead form.

 

 Hope this post helps you ! :)

I will make an other post about eh Quick Create for the administrator.