CRM 2013 Archives - FMT
Autosave Feature in Microsoft CRM
Back in 2013, Microsoft added a nifty Autosave feature to CRM 2013 during the Polaris or UR 12 release for CRM which is still here today in Microsoft Dynamics 365. How does it work? Essentially you don’t have to manually save your work anymore! Instead, every 30 seconds after a field changes and if you’re still on the form, the record is automatically saved to the server. The only time you will ever need to manually save a record again is when you first create it! Afterward, you never have to click on any save button ever again. Now you’re all wondering how one might add this Auto Save functionality to your Dynamics 365 CRM. Just follow these two simple steps: Go to the Dynamics 365 Menu and navigate to Settings > Administration > System Settings Under the General tab, on the first line, you will see “Enable autosave on […]
Microsoft Dynamics CRM Online Upgraded to 2013: Where Are My Related Activities?
If you’ve recently upgraded to CRM 2013 and haven’t merged your existing forms with the new forms, you might be wondering how to create activities with the ‘Regarding’ field already populated with your Accounts, Contacts, Leads, etc. In CRM 2013 it is easy to find the Quick Create button at the top of the form and by clicking it you can quickly create Tasks, Calls, Emails, etc. However, when the form opens you will have to manually select who the activity is for (e.g. fill in the ‘Call to’ and ‘Regarding’ fields”): Nowhere else on the form does there seem to be a place to create an activity, and you may ask yourself “Where is the equivalent of my ‘Add’ tab or related entity?” The reason you may be having difficulties is that you may be looking at your old customized form and not seeing the new form in CRM […]