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Microsoft Dynamics CRM (Archived)

Is it possible to edit Activity forms (Phone call)

Posted on by Microsoft Employee

I want to edit my activity (quick) form 'Phonecall' on my Lead form, however I can't seem to find the form anywhere. I have looked in the phonecall entity and searched all the forms there but none of them are the same as the Phonecall form that is used in the Activity pane.. Is it possible at all to edit the activity quick forms? 

Below the form that I want to edit (add 2 buttons) - I am sorry that it is in Dutch:

4834.phonecall1.PNG

The only forms I can find in the phonecall entity (which are not the same) are the following (only listed the quick view forms but the other forms were also not the same):

7558.phonecall2.PNG

phonecall3.PNG

phonecall4.PNG

I am using the following Dynamics version: Microsoft Dynamics 365 version 1612 (9.0.1.127) (DB 9.0.1.127) online 

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Is it possible to edit Activity forms (Phone call)

    I'm afraid there are no workarounds for CRM Online. What do you mean with "other version of the CRM"?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is it possible to edit Activity forms (Phone call)

    Are there any workarounds or do you just need a other version of the CRM?

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Is it possible to edit Activity forms (Phone call)

    Hello,

    You can't edit it in CRM Online.

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