Ready for another neat new feature of Microsoft Dynamics 2015? There is now an improvement to the already cool Quick Create Forms introduced in 2013! What’s new you ask? Let’s take a look…
Say you go to open the Quick Create form to create a new Contact record, only to realize that the Account is not already in CRM.
No worries, simply click on the New (+) icon to open the Account Quick Create form.
Add your new Account and be on your way! Less clicks (hurray!) and you no longer need to access the full form to enter the Account information as you did in 2013.
If you have found this useful, we have a plethora of super helpful Dynamics CRM blogs to assist with any other questions you might have!