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Hi guys,
Recently I have noticed an issue. When I create a new task record, the record does not appear to save in the opportunity or the lead. Also, the system gets an error immediately when I leave the page after creating the task. Then when I go to the activities section of my dashboard, the task is there, but the regarding field is filled in as (No name). It also seems to have this same problem when creating a phone call record as well. The only recent changes to the system are setting up the email synchronization for tasks.
Also, FYI the task record is created and does synchronize with Office 365 and also if I click the regarding field the Opportunity or Lead will open up, but the Task record does not show in the Opportunity or lead itself. I will try to test in a different browser tomorrow and also use FireBug but right now this is pretty confusing so any help would be appreciated.
Microsoft Dynamics 365 Error Report Contents
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<Function>r:this.wallLoadingTemplatejQuery.tmpl(...)</Function>
<FunctionRaw>TypeError: this.wallLoadingTemplatejQuery.tmpl(...).appendTo is not a function</FunctionRaw>
<CallStack>
<Function>r:this.wallLoadingTemplatejQuery.tmpl(...)</Function>
</CallStack>
</ScriptErrorDetails>
<ClientInformation>
<BrowserUserAgent>Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/59.0.3071.115 Safari/537.36</BrowserUserAgent>
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<SystemLanguage>undefined</SystemLanguage>
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<ScreenResolution>1366x768</ScreenResolution>
<ClientName>Web</ClientName>
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<ClientTime>2017-07-12T18:00:24</ClientTime>
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<UserID>{0DE1DE2F-6714-4E1B-A1F2-2F5136E28491}</UserID>
<CRMVersion>8.2.1.207</CRMVersion>
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</CrmScriptErrorReport>
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I have the same question (0)
Well. I found the problem myself. The reason for this issue is that I had set the Topic field in the Lead and Opportunity as optional (because I had created a custom field to use for that purpose instead). If the topic field is blank, then this error happens when creating a task.
My solution was with a workflow to fill in the topic field as a concatenation of the Account field and my custom field when the record is created or when the account field or custom field is updated. Now everything is great.
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