Tuesday, August 14, 2007

Quick Create Account and Contact

Today I discovered how to create a quick Account or Contact. I am working with Microsoft Dynamics CRM 3.0 for more than two years now, but never discovered this functionality. So please check a few screenshots I took of my image.

Open your CRM website

Click on New Account

Click on Parent Account or Primary Contact

Click on New (on the left below) in the field Lookup Records

Quick Create Account and Contact Field


Wouter said...

...with special thanks to one of our customers and their test team ;)

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