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Dynamics CRM 2015 Introduces Nested Quick Create Forms

Post Author: Joe D365 | February 20th, 2015

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.

Dynamics 2015 Introduces Nested Quick Create Forms

No worries, simply click on the New (+) icon to open the Account Quick Create form.

Dynamics 2015 Introduces Nested Quick Create Forms

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.

Dynamics 2015 Introduces Nested Quick Create Forms

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!

Happy CRM'ing!

 

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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