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Microsoft Dynamics CRM (Archived)

edit phone call quick view form

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Posted on by 2,512

Hi, are we able to customize the quick view form? it doesn't allow me edit. 

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  • C. Dennett Profile Picture
    330 on at

    Hello,

    I'm going to assume (please feel free to correct me if I'm assuming wrong) that you're trying to customize the Form from the Default Solution, which in its Managed state won't allow you to customize certain elements. Additionally, the Quick View Forms for Phone Call entities have the "Customizable" option set to False, so you will need to make a copy of the one you want to edit, and disable the Managed one.

    To achieve what you want:

    Create a custom Solution by going to Settings --> Solutions.

    Create a new Solution (you can use the Default Publisher for the Publisher field when doing this).

    Once you've provided the Name, Display Name, Publisher, and a Version Number (which can be anything you like... we use a date-like format... for example, my first published build for today would be Version 2018.3.13.1), save the Solution.

    Then, on the Components Section (see the left navigation area), choose "Add Existing" --> Entity.

    Find the Phone Call entity in the next list, select it, and hit OK.

    On the next window, select the Quick View Form that you want to edit, and click Finish.

    Now, expand your Components --> Entities list on the left, and you will see Phone Call.

    Expand that and click Forms, and you will see the Quick View Form.

    Open it as if you were going to edit it, and click Save As...

    Give it a name you will recognize, and save it.

    Now, you may modify your Unmanaged copy and Disable the Managed version.

    Hope this helps!

  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Make sure you have correct role assigned and you are following above instructions.

  • sdnd2000 Profile Picture
    2,512 on at

    Hi, Chris,

    you mean to deactivate the managed form? I do not think it allows me to do so,

    2018_2D00_03_2D00_14_5F00_1457.png

  • C. Dennett Profile Picture
    330 on at

    Ah! In that case, you'll just have to change the Form Order so that your custom one shows first. After making your customized Quick View Form, click on the Form Order option, and put your custom Form at the top of the list:

    FormOrder.JPG

  • sdnd2000 Profile Picture
    2,512 on at

    That is still not working, still showing the managed form.

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi,

    How you are editing quick view form?

    You need to go to the setting --> Solution -> entity -> Forms --> Quick View Form.

    technet.microsoft.com/.../dn531145.aspx

  • sdnd2000 Profile Picture
    2,512 on at

    yes, but for phone call activity, it is not customizable

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi ,

    I am not sure seems  we can not modify this.

    See below reference

    community.dynamics.com/.../115709

  • Suggested answer
    C. Dennett Profile Picture
    330 on at

    Hello,

    It's odd to me that it's not working as you expect, so my apologies for that. Here is another suggestion:

    1. You can stop using the Quick View and Quick Create Forms all together, and just use custom Forms. Just disable Quick Create on Phone Calls, and remove any Sections on Forms that use the Quick Views.

    OR (if you're comfortable using an unsupported method and modifying your SQL tables directly, which is highly discouraged by Microsoft and generally the community as well):

    2. There is a direct SQL workaround you can find here:

    community.dynamics.com/.../498500

    that will make the Managed Forms editable.

    I hope this helps! :)

  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at

    I am also not able to do any changes to phone call, although I don't find any Microsoft KB from msdn, but It seems it's not supported: stackoverflow.com/.../editing-a-phone-calls-quick-view-form

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