How to Make contact and date default for Activity on Lead and Opportunity -

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Hi All,

When someone goes to make a call - the contact name should default to the Lead and Opportunity Contact Name and the date should default to the day's date. Any activity should default to the date of the day they create the activity and the contact should be the person on the record.

Thanks

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Community Member Microsoft Employee on at

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RE: How to Make contact and date default for Activity on Lead and Opportunity -

No need for the code. you can map it from

Go to Phone call entity and open N:1 Opportunity -Phone call relationship

and add the mapping of contact
CRM Develope 884 on at

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RE: How to Make contact and date default for Activity on Lead and Opportunity -

Thanks Jagmohan Singh

Please give me code for java-scripts for how to set contact
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Community Member Microsoft Employee on at

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RE: How to Make contact and date default for Activity on Lead and Opportunity -

Hello

function SetDateField() {

var BirthDate = Xrm.Page.data.entity.attributes.get("birthdate");

var today = new Date();

var futureDate = new Date(today.setDate(today.getDate() + 1));

BirthDate.setValue(futureDate);

}

Hope it will work for you!

Please Verify my answers.
CRM Develope 884 on at

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RE: How to Make contact and date default for Activity on Lead and Opportunity -

Thanks Jagmohan Singh

Yes,You are right..

Please give me code for javascripts
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Community Member Microsoft Employee on at

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RE: How to Make contact and date default for Activity on Lead and Opportunity -

if you are creating this Phone call from opportunity's form then you can map contact and for the date, you can code in javascript on load of phone call form