Now Reading: Quick Create – Speed Up Data Entry : AMS Club Tip 13
1
-
01
Quick Create – Speed Up Data Entry : AMS Club Tip 13
DYNAMICS 365 SALES TIPS
Here’s what you’ll learn
- How to use quick create to add new records from anywhere in the system
- How daisy chaining lets you create related records without switching screens
- Why this method keeps your flow going and saves clicks
- How to link contacts to accounts and set primary contacts in seconds
After you’ve started the video, press f to show this in full screen mode
All My Systems
Helping you get the most from Dynamics 365
The post Quick Create – Speed Up Data Entry : AMS Club Tip 13 appeared first on All My Systems.
Check Pete Murray’s original post https://www.allmysystems.co.uk/quick-create-speed-up-data-entry-ams-club-tip-13/ on www.allmysystems.co.uk which was published 2025-09-16 14:43:00
Support The Site
