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

by | Updated November 6, 2020 | Dynamics 365 Business Central, Dynamics CRM

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

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

01sep10:00 am10:30 amEnsuring Quality and Compliance for Batch Manufacturers in Life Sciences

01sep12:00 pm12:30 pmIs it Worth It to Move to the Cloud? A Look at Considerations for Current Agribusinesses Using Dynamics GP

01sep2:00 pm2:45 pmWhat’s New in Dynamics 365 Finance and Supply Chain

09sep11:00 am12:00 pmConfab Live with Stoneridge – Data Strategy and Reporting – Mining Decision Making Insights

15sep10:00 am11:00 amSolving the Biggest Challenges in Agribusiness Through Innovation and Technology

22sep12:00 am12:30 pmSimplifying Payroll and HR Management with ADP Workforce Now

22sep10:00 am10:30 amStreamlining Batch Manufacturing with Technology

22sep2:00 pm2:30 pmProcess Automation for Microsoft Dynamics D365 for Business Central, Finance and Operations and GP

23sep11:00 am12:00 pmConfab LIVE with Stoneridge - Riding the Wave 2 Release – Key Features Coming to Dynamics 365 this October

29sep10:00 am11:00 amTop Five Reasons Why NOW is the Right Time to Move from Salesforce to Dynamics 365 Customer Engagement

29sep12:00 pm12:45 pmUnderstanding Job Costing and Tax Management in Business Central

29sep2:00 pm3:00 pmDigitalizing Horticulture & Agriculture - How to Sell Plants Online and Simplify Business Management

30sep12:00 pm4:00 pmSecurity and Permissions Training for D365 Business Central or Dynamics NAV

october

06oct10:00 am10:30 amPreview of D365 Business Central Fall Release Features and Functionality

06oct12:00 pm12:30 pmInsider's Guide to New Features Available in the Fall Release of D365 Finance and Supply Chain

07oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Technical

13oct12:00 pm12:30 pmWave 2 Release – What’s Coming for Dynamics 365 Sales and Customer Service

21oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Functional

26oct(oct 26)9:00 am28(oct 28)5:00 pmStoneridge Connect Leadership and Community Conference

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X