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







14 comments:

Anonymous said...

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

Anonymous said...

[url=http://www.pinskerdream.com/bloghoster/?u=videoseangelica0]Lisa-Soft DVD to MP4 Platinum 5.00[/url] [url=http://www.answerbag.com/profile/1237526]Brain Trainer DVD 2007[/url]
RZ 3GP Converter QR Photo to 3GP Converter
http://www.drawingboard.org/blogs/?u=videoseanona0 Xilisoft DVD Copy Express 1.1.20.0511
[url=http://www.answerbag.com/profile/1238490]Easy Video Converter 7.2.17[/url] [url=http://www.drawingboard.org/blogs/?u=videosearabella0]1Click DVD Copy 5 5.4.6.0[/url]
All Video to Audio Converter A-Z Video Converter Profession 7.25
http://www.drawingboard.org/blogs/?u=videosealexandra8 MediaChance DVD-lab Pro 2.5
RZ 3GP Converter
my icq:858499940385

Anonymous said...

On your place I would ask the help for users of this forum.

Anonymous said...

Excellent post. I was checking constantly this blog and I'm impressed! Very helpful info particularly the last part :) I care for such info a lot. I was looking for this certain info for a very long time. Thank you and best of luck.

my blog post - Christian Louboutin

Anonymous said...

I read this post completely regarding the resemblance of latest
and previous technologies, it's remarkable article.

Feel free to surf to my web-site ... Christian Louboutin Online Store

Anonymous said...

My brother recommended I would possibly like this website.

He was once entirely right. This post actually made my day.
You cann't believe just how so much time I had spent for this information! Thank you!

Feel free to surf to my blog post ... louboutin

Anonymous said...

I constantly spent my half an hour to read this webpage's posts everyday along with a mug of coffee.

My website; sthash.P9cUGM7x.dpbs

Anonymous said...

I seldom write remarks, but i did a few searching and
wound up here "Quick Create Account and Contact".

And I do have 2 questions for you if you tend not to mind.
Could it be simply me or does it look like a few of these remarks come across like written by brain dead visitors?
:-P And, if you are posting on additional sites, I'd like to follow anything new you have to post. Would you list of all of all your public sites like your linkedin profile, Facebook page or twitter feed?

Look into my webpage ralph lauren wholesale
My page: wholesale polo shirts

Anonymous said...

Pretty section of content. I just stumbled upon
your weblog and in accession capital to assert that I get
actually enjoyed account your blog posts. Any way I will be
subscribing to your feeds and even I achievement
you access consistently rapidly.

Feel free to surf to my page ... Christian Louboutin shoes

Anonymous said...

I must thank you for the efforts you've put in writing this blog. I am hoping to see the same high-grade content from you in the future as well. In fact, your creative writing abilities has encouraged me to get my very own blog now ;)

Also visit my blog: red bottom shoes for women

Anonymous said...

Aw, this was a really nice post. Spending some time and actual
effort to generate a great article… but what can I say… I hesitate a whole lot and never seem to get anything done.


Here is my web site ... Christian Louboutin Men Sneakers

Anonymous said...

Pretty! This has been an incredibly wonderful post.
Thank you for supplying these details.

Take a look at my web site: Christian Louboutin Women Flats

Anonymous said...

Hi, i read your blog from time to time and i own a similar
one and i was just wondering if you get a lot of spam remarks?
If so how do you prevent it, any plugin or anything you can advise?

I get so much lately it's driving me insane so any assistance is very much appreciated.

Feel free to surf to my homepage - Christian Louboutin Women Flats

Anonymous said...

Attractive section of content. I just stumbled upon your site
and in accession capital to assert that I acquire actually enjoyed account your blog posts.

Any way I'll be subscribing to your feeds and even I achievement you access consistently fast.

my homepage :: now