New Features in Dynamics 365 (CRM) Business Central – UI Improvements: Quick Create

By Liz McGlennen | October 31, 2017

The Dynamics 365 CRM quick create interface and functionality has been improved in the latest business central! The overlay screen is now on the right-hand side instead of the top of the screen. The form is laid out vertically instead of horizontally. This is an easier layout for adding data. If you’re a keyboard user and like to tab through your fields you can just easily tab down through them. You’ll notice that instead of a “Save” and “Cancel” button there is now a “Save” and “Save & Create New” button. The “Save & Create New” option lets you save the record and then it stays on the quick create form and allows you to create another record. You don’t need to worry about catching that little yellow pop up window that only lasts about ten seconds.

In the Previous Version:

Quick Create in the previous version of the user interface (UI) in Dynamics 365 CRM

Quick Create in the previous version of the user interface (UI) in Dynamics 365 CRM

Quick Create in the previous version of the user interface (UI) in Dynamics 365 CRM

In the New Version:

Quick Create in the new user interface (UI) in Dynamics 365 CRM

Quick Create in the new user interface (UI) in Dynamics 365 CRM

There are new quick create forms for Activities: Appointments, Tasks, and Phone Calls. You will still get the full form for email.

Appointments

Quick Create an appointment in the new user interface (UI) in Dynamics 365 CRM

Tasks

Quick Create a task in the new user interface (UI) in Dynamics 365 CRM

Phone Calls

Quick Create a phone call in the new user interface (UI) in Dynamics 365 CRM

Here's an overview of improvements to UI in Dynamics 365 CRM Business Central. Learn more about improvements made to Date Fields and Lookup Fields .

Related Posts

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X