Tip #1231: Activity Quick Create in Unified Interface

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I’m testing Unified Interface and when I create an activity from the timeline control I don’t see the quick create form. Reader question One thing that can cause this to happen is if you don’t have the Appointment, Phone Call, and Task entities in your model driven app. In other words, if you just have […]

Tip #874: Update email subject or body with workflow

Sometime, somewhere you are going to want to update the subject line or body of an email after it has been sent or received with a workflow. If you do, your workflow will fail with the following error: “Cannot update subject or description unless email is in draft status.” To make your workflow succeed, have […]

Tip #270: Close Appointments from Outlook

We recently posted a tip about how non completed tasks are deleted from CRM if the owner deletes the task in Outlook. The same applies to non “closed” appointments. The problem is, for Outlook users, there is no “close appointment” button in Outlook. The user must open the Appointment in CRM to close the appointment […]