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What's New in Microsoft Dynamics CRM 2013 For End-Users: Quick Create

Today’s guest blogger is Bryson Engelen, a Sales Engineer at Sonoma Partners.

A common ask of users in any CRM system is being able to create records quickly and easily without the need to navigate all over the place to do it.  Microsoft Dynamics CRM 2013 makes this possible using the Global Quick Create feature located on the Navigation Bar at the top of the screen.  Because Quick Create is always onscreen, you can create records of any kind whenever you need and wherever you are (including while on a specific record) by entering information into just a few fields.  After the record is created, you can fill out the full Entity form out as you receive information and as it is convenient to you.  This allows for a very low barrier of entry for information, meaning more records get into the system and they do so faster and easier. 

As you can see, you can create a wide variety of records.  By default these include Tasks, Phone Calls, Emails, Appointments,  Accounts, Cases, Competitors, Contacts, Leads, and Opportunities, but Quick Create can be enabled for other Entities, including Custom Entities.  To use Quick Create simply hit the + button on the Nav Bar from anywhere in the system and select which Entity you want to create a record for.

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A hoverover form with a few fields appears, allowing you to enter the information critical to that Entity.  Note this form is fully customizable, so you can choose which fields and values you want your users to enter here.  Also, this hoverover form is not available for Activity records, which default to showing the main form.  More on customizing these forms in a bit.  Here I have created a Contact on a form floating above my dashboard.

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Once the record is saved, I can choose to go to it, create another, or stay where I was working and come back to it later.

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Also note that if you are on a record and hit the + button on a subgrid on the form, the Quick Create form appears as a hoverover on top of the record, allowing you to quickly add a related record without leaving that record’s form.  Here, I was on an Account record for A. Datum Corporation and clicked the + button on the Contacts subgrid to open the Quick Create form up top.

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As mentioned before, you can customize this form pretty easily by going into Settings, Customizations, and navigating to the Entity you wish to change.  As you can see, Quick Create is a separate form type, and you can customize it like any other form with point-and-click changes.

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Just some quick notes on the Quick Create form (pardon the pun). The layout is limited to a single tab with three columns as you see below, you can’t add any sub-grids, web resources or iframes, and there is no vertical scroll, so once your Quick Create form hits the bottom of the page any fields you can’t already see are cut off (typically between 20-35 fields down, depending on your monitor and resolution).  You can define multiple Quick Create forms, but only the first is visible, so it’s likely this is designed so you can assign one Quick Create form per Security Role if needed.

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For users, Quick Create forms allow you to quickly enter information in a way that isn’t overwhelming.  For managers and CRM administrators, it means CRM reflects the users actual work world instead of just being a place where only the bare minimum of their work knowledge is captured.  Whenever you make it easier to enter information, you capture more information and your system becomes more valuable to the organization.  Global Quick Create is just another example of how Microsoft Dynamics CRM 2013 delivers on its promise to provide value to your organization overall.

Topics: Microsoft Dynamics CRM Microsoft Dynamics CRM 2013