Hi, are we able to customize the quick view form? it doesn't allow me edit.
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Hi, are we able to customize the quick view form? it doesn't allow me edit.
*This post is locked for comments
I agree. It shows Customizable = False in v9.0 environment.
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
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! :)
Hi ,
I am not sure seems we can not modify this.
See below reference
yes, but for phone call activity, it is not customizable
Hi,
How you are editing quick view form?
You need to go to the setting --> Solution -> entity -> Forms --> Quick View Form.
That is still not working, still showing the managed form.
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:
Hi, Chris,
you mean to deactivate the managed form? I do not think it allows me to do so,
Make sure you have correct role assigned and you are following above instructions.
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