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Auto Save Feature in Dynamics 365 CE.

gdas Profile Picture gdas 50,091 Moderator

This is kind of old feature which was released in Dynamics CRM 2013. You may know its tells everything when we say Auto-Save. However, we must know some of the key points associated with Auto Save.

Key Points about Auto Save

  • You can enable auto to save by going to Settings ->Administrator –> System Settings -> Under General Tab -> Select Yes.

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  • Auto Save feature works only on update form.
  • Auto Save feature does not work on create form.
  • Whenever you set any value of the field using JavaScript or manually or business rules you can see in the bottom right corner of the form save icon with text “Unsaved Changes” if you removed the cursor from the field, once 30 seconds /default time over form will automatically save.

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  • Whenever you navigate to another form, if you change any fields value in the form. You cannot see below popup to say that “Your changes have not been saved”, which means form always save automatically if any changes you did in the form. In other words, when you navigate to another page, Auto Save is trigger immediately. No matter about time 30 seconds over or not.

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  • Auto Save trigger after 30 seconds of remove cursor from the field.
  • Auto Save does not start time count when your cursor inside the field. You must move the cursor from the field to start time count.
  • Once Auto Save enabled you cannot see the “SAVE” button in the top ribbon of any update form.You can use short cut CTRL+ S to save the forms.

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Hope this helps.


This was originally posted here.

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