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

by | Updated March 19, 2018 | 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Your email address will not be published.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

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Managing Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Management: Introduction of NEW Functionality for Manufacturers Using Dynamics 365

november

11nov10:00 am10:30 amThe Modern Manufacturer - Tears and Trauma of MRP

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