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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Phone Call Quick Form ...
Microsoft Dynamics CRM (Archived)

Phone Call Quick Form - Set default value

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Posted on by Community Member Microsoft Employee

Does anyone know of a solution out there that would set the default value of a field on the phone call quick view form?  Ex: A service user adds phone calls records to a Contact record using the Activities Pane (the quick form) and wants the field 'Direction' to always default 'Incoming'.

Obviously I can create a Business Rule to set the default value to 'Incoming' but this is applied to the FULL Phone Call form, not the one in the Activities Pane. 

Further I could create a real-time workflow to update the field Direction to 'Incoming', but this does not apply to the quick phone call form on the activities pane.  

I assume there is a code based solution out there to change the value of the field direction to true or false.  

Let me know with ideas.  

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  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Phone Call Quick Form - Set default value

    Hi,

    I think it is not possible.

    Please refer the following thread.

    community.dynamics.com/.../205938

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Phone Call Quick Form - Set default value

    Refer this: community.dynamics.com/.../access-quick-view-form-values-in-javascript

    https://msdn.microsoft.com/en-us/library/mt736908.aspx

  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,210 on at
    RE: Phone Call Quick Form - Set default value

    Hi

    Phone call quick view, it is not possible to change workflow or business rule. You have to write down plugin for phone call

    Message Name: Create

    Operation: Pre

    Primary Entity: Phone call

    and set those value. .

    CRM ONpremise :

    If you want to display at then time of use click,go to systemform table filter by form name. THere is a column name called "formXML" there you can do anything.

    CRM online

    IT is not possible to UI, only way is plugin

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