Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Phone Call Quick Create Form prefill contact and NOT account

Posted on by

We are using CRM 2016 on premise.

In a Case I want to add a phone call by using the "Add phone call" in the social pane. In the form always the account and not the contact is preset.

Is there something I can setup to overcome this issue?

23_2D00_11_2D00_2016-10_2D00_14_2D00_45.png

*This post is locked for comments

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Phone Call Quick Create Form prefill contact and NOT account

    Hello,

    I'm afraid that social pane is not customizable at the moment so you can't change it's behavior in supported way.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans