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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Creating Activities - ...
Microsoft Dynamics CRM (Archived)

Creating Activities - Forms

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Posted on by ljmitchell200 55

Hi,

I have added some custom fields to the Phone Call activity, and need to surface these in the Create Form.

There are 2 options I have tried 'Main Form', or add a new 'Quick View Form':

QVF.PNG

If I cannot create a Phone call activity using the Main form and am stuck with using a quick form, how can I set the default to be my own custom form, because we are unable to edit the default, managed form.

Thanks,
LJ

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  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi LJ,

    The Quick Create (or Activity Callout as it is known) form that you are displaying above (Add Phone Call) cannot be modified.

    Sorry. Maybe in a future release...

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hello,

    I agree with Aric Levin, you can not customize it

  • Verified answer
    ljmitchell200 Profile Picture
    ljmitchell200 55 on at

    Thanks Aric and Jagmohan.

    I found that these settings only apply to the Unified Interface, and as a workaround on the regular web UI I have created an Activities subgrid which will allow for the main forms to be used for Create.

    Cheers,

    LJ

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