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
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
Open your CRM website
Click on New AccountClick on Parent Account or Primary ContactClick on New (on the left below) in the field Lookup RecordsQuick Create Account and Contact Field
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...with special thanks to one of our customers and their test team ;)
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