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Creating a new record

December 2, 2009

You can’t have a database without data, so you will need to learn how to create records before using Microsoft Dynamics CRM.

Accounts, contacts, leads, opportunities, and activities are all examples of records.  They are the meat and potatoes of your database, and creating them is simple.

Step-by-Step Instructions

  1. Click Sales in the Navigation Pane, and then click Contacts.
  2. Click the New button on the Actions Toolbar.
  3. Enter information about the record.  Click Save and Close.

 

 

Tips & Tricks

 

  • Instead of creating records from scratch, you can import from an existing data source, like an Excel spreadsheet.  Just click Tools | Import on the menu.

 

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