- [Instructor] When we need to create
a new record in Dynamics 365,
we can do that by using a data entry form.
There's two different types of forms
that will allow users
to enter data in the system.
We have main forms,
and we have quick create forms.
Now, the main forms or the full forms
are used to view data and to update data
but users can also create new records
using the full forms.
Dynamics 365 Customer service
also has the concept of that quick create form,
which is a smaller form with less fields,
which allows users to quickly create
a new record
without having to navigate
from the page that they're on.
As the name already suggests,
these quick create forms
can only be used to create records,
and not to update any data.
Which tables have those quick create forms
really depends on which tables were enabled
for quick create by the system administrator.
Let's first take a look at the main forms
in Dynamics 365.
I'm going to open up this
A Datum Corporation record,
and this loads in a main form.
So you can see there's a lot of data
on this form, right?
I have a lot of fields on here,
addressed information.
I can go here to details,
and that will give me even more information.
But what I can do from here is I can just start
updating this record directly here
from the main form,
and then I can go ahead and save that.
Now, when we're talking about
a quick create form,
it doesn't really matter where we are.
You saw earlier that right.
I would is in an account in order to update it
but I can access my quick create form here
from that top bar that you see over here.
And at that time when I'm creating a new record,
it doesn't matter where I'm at.
I can be in my active accounts view.
I can be in a dashboard view.
It doesn't matter
because this button is available to me
at any particular time.
So in order to bring up that quick create form,
I'm going to click on this little plus button,
and here we can see,
all the records that are available
for quick create.
Now I want to create an account.
So I'm just going to click here on account,
and you can see that this is like I just said,
a way smaller form.
Less fields on 'em.
But again also, I don't have the ability
to update any data in here.
So let's create that new accounts.
I'm just going to call it new accounts.
Five, five, five.
Let's put some information in here.
You can also see that these forms
might have certain fields on there
that have that read asterisks,
and what that means is that
I cannot save this new record
unless that field has data in there.
So those are required fields.
See if I try to actually save this,
it's going to tell me,
hey, this is a required field,
and you cannot save this particular record
until you enter data in there.
So now I can either hit save and close,
or if I want to create additional account records,
I can click on save and create new.
And when I do that,
you'll see that it will save
my new account record that I just created.
And it's again, pulling up my quick create form
allowing me to create another account record.