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When you select a contact record from a list say, open the 'Quick Create' and select an activity the 'Regarding field' is not populated with the contact you have selected - should be. Am I doing something wrong or have we lost functionality here?
I don't believe this was meant to function the same as CRM 2011 did. You may have to drill into the record and then from the Activities list, add your activity record - that should auto populate the regarding field.
Jason Lattimer My Blog - Follow me on Twitter - LinkedIn
Hi Jason, thanks for your response. Out organisation predominantly works in the customer service area and I therefore think the idea around this is somewhat tenuous ie. you can add an activity for another user even when your working somewhere else - you could with CRM 2011 just by changing the regarding field. For our customers being able to select a record from a list and create an activity linked to that person quickly is very necessary and with this version it has become more onerous and clunky. As you say you can open up the record add an activity etc. but this adds another step to the process. Further, the Outlook 2013 client works a different way to the browser version. If you highlight say a contact record in a list there and then add an activity to the record you've highlighted it is added to the regarding field automatically. At present there seems to be lots of inconsistencies on the UI, for example if you add an activity in one place you get a new window pop-up (create an activity from an activity view for a record as an example) in others, ie. from the quick create button you get a brand new screen. In summary I find the whole UI somewhat inconsistent and confusing and if I feel this way, and I've worked with CRM for years, what will customers and prospects who've never used CRM think?
Jason is right here. The quick create is not context sensitive, meaning these will not populate.
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Aaron RichardsSr. Support EngineerMicrosoft Dynamics CRM
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