create-record.md

title	description	ms.date	ms.topic	author	ms.author	monikerRange	ms.custom
Create a record | MicrosoftDocs	Learn how you can create a record by using the various methods in the Omnichannel for Customer Service app from within the Unified Service Desk client application.	06/27/2024	article	neeranelli	nenellim	>= dynamics-usd-4.1	evergreen

Create a record in Omnichannel for Customer Service

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If no records are linked to a conversation in Omnichannel for Customer Service, you can create a record by using the quick create option. To use this option, select the plus sign (+). After you create the record, the record is automatically linked to the conversation.

Create a record

1. Select the plus sign (+) to create a record.

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2. Select a record type from the list.
   

   • Case
   • Contact
   • Account

   A page for the new record appears on the Application management toolbar.

3. Specify the details on the page, and then save your changes.

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[!div class="nextstepaction"] Next topic: Search for records

See also

View customer summary and know everything about customers View communication panel View call scripts, take notes, and search knowledge articles View customer summary for an incoming conversation request Link and unlink a record

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