Hello,
I modified the Appointment form and I lost a very useful automatic feature. Before, in order to plan an appointment, I just had to set the Scheduled Start and the Scheduled Duration Minutes. The Scheduled End was automatically modified.
I could also set the Start and the End, and then the Duration was automatically modified.
Do you know how I could reactivate this feature?
Thank you
Best regards
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Glad to help! A rule of thumb with Activities, if it's something you would see in Outlook, you don't want to remove it from a Dynamics form.
Ok, it worked.
The problem came from "IsAllDayEvent" which I had deleted. Deleting it was apparently a bad idea, it made the automatic feature I was talking about collapse. Just reintroducing it made the whole thing operational again.
Thank you very much for your time, your help and advice.
1. This is totally normal. You can also back up and overwrite your production instance into your Sandbox if you want to, but that's not the goal of the current exercise.
On the appointment form, I would click the "Properties" button at the top of each and see if there are different OnLoad behaviors listed. Also, do the same with any fields you removed in production, and see if there are any "OnChange" events listed. If there are, you will need to add those fields back to your form and add the OnChange event back.
2. Yes, use the backup method above to make your sandbox mirror your current production state.
Also, I strongly recommend always making a new form when you want to change things form the default form for any entity, that way you can always revert back if you goof something up, or if you need a reference to add something back you find you do need.
1) I turned on a Sandbox. I don't know if it is normal, but I does not use my database (no contacts or anything).
I checked the appointment form, I cannot see any difference. Do you have any idea what should I look for.
2) To avoid this kind of problem, I'll keep in mind your advice regarding sandbox using. But is it possible to have a sandbox starting from the actual state of Dynamics (not the default version with no database that I have) ? Or maybe I didn't understand the purpouse of a sandbox!
If your change is already in production, I wouldn't move the old form back just yet. But if you turn on a Sandbox system from the Dynamics Admin panel (the one in Office 365 admin, not the Settings area inside the D365 app), you can log into it and put it side-by-side with your production system. Then open the forms and see if there is any on-change or on-load scripts that depended on the stuff you removed. You should then be able to manually re-add the required pieces to your modified form in production without messing with your users.
Also, I would recommend keeping that Sandbox after. Best practice for making changes in Dynamics is to do it in a Sandbox environment, test it, and then use the Solution Management inside of Dynamics to move those changes to production.
Here's a whole solution deployment document from Microsoft. It's a bit much for just pushing changes, but the overall principle is "use solutions so you're not randomly changing stuff in production and messing with your users" docs.microsoft.com/.../plan-solution-development
Is it possible to load the old form in a sandbox to compare it with the new one? Without bothering my users ?
I never used the backups or the sandbox.
You might need to pull that form from a sandbox instance of Dynamics and load it back into your system to see what's missing. Or at least compare them side-by-side. The section you removed might have some on-load logic you accidentally removed.
Thank you for your help.
I did not customize any of these fields. I kept the default form but modified it. I changed the position of the fields on the form. I also deleted a part of the form.
Did you customize any of those fields? Did you keep the default form and make your own?
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