Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

edit phone call quick view form

Posted on by 2,397

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

*This post is locked for comments

  • Winslow Tech Profile Picture
    Winslow Tech on at
    RE: edit phone call quick view form

    I agree. It shows Customizable = False in v9.0 environment.

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: edit phone call quick view form

    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

  • Suggested answer
    C. Dennett Profile Picture
    C. Dennett 330 on at
    RE: edit phone call 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! :)

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: edit phone call quick view form

    Hi ,

    I am not sure seems  we can not modify this.

    See below reference

    community.dynamics.com/.../115709

  • sdnd2000 Profile Picture
    sdnd2000 2,397 on at
    RE: edit phone call quick view form

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

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: edit phone call quick view form

    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
    sdnd2000 2,397 on at
    RE: edit phone call quick view form

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

  • C. Dennett Profile Picture
    C. Dennett 330 on at
    RE: edit phone call quick view 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:

    FormOrder.JPG

  • sdnd2000 Profile Picture
    sdnd2000 2,397 on at
    RE: edit phone call quick view form

    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

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: edit phone call quick view form

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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans