Is there a way to change the Quick View Form that displays on the Activity Feed?

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Posted on by QNACRM

I want to alter the Quick View Form that displays when someone adds a Phone call via the Activity feed but the form is locked and I cannot modify it. I created a new form that displays the fields I want it to but I can't find a way to select my new form over the old form

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QNACRM 50 on at

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RE: Is there a way to change the Quick View Form that displays on the Activity Feed?

Will do that. Thank you.
Community Member Microsoft Employee on at

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RE: Is there a way to change the Quick View Form that displays on the Activity Feed?

Hi QNACRM,

This is a weird thing. I can modify it and change the order of phone call form without any error.

This could be a bug. I suggest you contact Microsoft Support.
QNACRM 50 on at

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RE: Is there a way to change the Quick View Form that displays on the Activity Feed?

Link to screenshots

Yes I am the system admin. I have attached screenshots of what it says. I don't think Microsoft allows you to change that particular form for some reason.
Community Member Microsoft Employee on at

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RE: Is there a way to change the Quick View Form that displays on the Activity Feed?

Hi QNACRM,

This is a weird thing.

Are you System Administrator of CRM? Could you provide some screenshots of your quick create form?
QNACRM 50 on at

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RE: Is there a way to change the Quick View Form that displays on the Activity Feed?

Thanks but this did not solve my problem. The old form still shows up in the activity feed. I get an error saying I cannot change the form order of a managed form...Guess it can't be done.
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Community Member Microsoft Employee on at

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RE: Is there a way to change the Quick View Form that displays on the Activity Feed?

Hi QNACRM,

You can navigate to Settings-> Customizations->Customize the System->Expand entities->Phone Call->Forms to change the quick create form order:

Then move your form up is ok.