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This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. For the Power Apps version of this article, see: Create a new record
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 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
On the nav bar, select the plus sign
, and then click the item you want.Fill in the fields, and then click Save.
If you would like to continue adding information, select View Record. To create another one, select Create Another.
Note
next to the field on the screen means it is a Required field.
next to the field on the screen means it is a Recommended field.
See also
This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Create a new record
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 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
On the nav bar, select the plus sign
, and then click the item you want.Fill in the fields, and then click Save.
If you would like to continue adding information, select View Record. To create another one, select Create Another.
Note
next to the field on the screen means it is a Required field.
next to the field on the screen means it is a Recommended field.