Learn how to create a new record in this video. By clicking the New (+) button at the top of a list to open an entity's new record form, or alternatively by clicking the Quick Create (+) button on the Dynamics toolbar, you can choose the type of record you wish to create. Enter all required fields and other optional data. When you are finished, choose Save to save the new record.
- [Instructor] There are two different ways … that we can create many of the records … that we see in Dynamics 365. … The first way, the traditional way, … is to go to the list where you would want to add an item. … For example, My Active Contacts to add a new contact, … and there's a new contact button here. … Notice it says New, Create a new Contact record. … I want to contrast that with this button. … This is simply Create a new record. … We'll get to that one in a moment, … but if I click the New Contact Record button, … what I get is a blank form to enter a new contact, … and this form comes with a little bit filled in. … I'm creating it, so it makes me the owner. … Now, I can click and find me here. … This form is partially filled in. … I'm creating this new contact, … and therefore I'm already here, … and I know that this has to be filled in … because there's a red asterisk. … That means required. … In the same way, I can't add a contact without a last name. … It's required, but there's a blue plus here, …
Author
Released
4/26/2019- Sales records types and business processes
- Navigating in Dynamics 365
- Creating records
- Creating, completing, canceling, and deleting activities
- Qualifying leads
- Assigning and sharing leads
- Viewing and creating opportunities
- Creating a quote
- Completing the closing stage
Skill Level Beginner
Duration
Views
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Introduction
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1. Dynamics 365 Data and Processes
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Dynamics 365: The basics4m 8s
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Records: The basics2m 55s
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Dynamics 365 user interface5m 12s
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2. Get Started
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Log into Dynamics 3652m 20s
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Create a new record4m 42s
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3. My Work: Dashboards and Activities
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Dashboards: The basics2m 40s
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Follow and pin records2m 20s
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Create an activity4m 30s
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Create and edit appointments3m 13s
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4. Qualify a Lead
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Create a lead4m 10s
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Edit a lead49s
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Assign and share leads3m 9s
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Qualify a lead5m 38s
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Disqualify a lead3m 35s
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5. Work on an Opportunity
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Develop an opportunity5m 17s
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Work on the proposal2m 45s
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Create a quote2m 39s
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Complete the closing stage2m 23s
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Conclusion
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Next steps2m 6s
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Video: Create a new record