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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / New emails auto saving...
Customer experience | Sales, Customer Insights,...
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New emails auto saving by default?

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Posted on by Peragin 135
Hi there,
When a user creates an email in dynamics, should it save instantly by default without any customisation?
If the answer to this is no, then I would like to know how I can track down what is triggering the email save after all customisation has been switched off, including any JS, workflows and plugins
If the answer is yes, then why is the email not being saved when created by a user in a new clean trial environment.
Both environments have the same auto save settings.
Dynamics 365 CE Online.
Regards,
J
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  • Suggested answer
    SS-01100907-0 Profile Picture
    SS-01100907-0 on at
    RE: New emails auto saving by default?

    Hi,

    No it does not save automatically. If you observe in out of box if any user tried to go back to any other page while composing any new email the system will prompt with two options save and exit or discard changes .

    pastedimage1604286647338v1.png

    In your case if the email is getting saved automatically, run Fiddler and collect traces and then check which request is being triggered for email record save.

  • Suggested answer
    Fubar Profile Picture
    Fubar 2,756 on at
    RE: New emails auto saving by default?

    Have you checked the autosave setting that applies to all forms under (Advanced Settings) Settings->Administration (option is on the first Tab)?

  • Suggested answer
    Peragin Profile Picture
    Peragin 135 on at
    RE: New emails auto saving by default?

    Thanks Soumen and LA for your input, it turns out there were 2 statements buried among the functions in one of the libraries. Commenting these out resolved the issue.

    Xrm.Page.data.save(true).then(checkEmailType, errorCallback);

    setTimeout(function(){Xrm.Page.data.save(true).then(checkEmailType, errorCallback);}, 500);

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