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Monday, August 22, 2016

Add new column/control in the phone call activity form in dynamics CRM

Add new column/control in the phone call activity form in dynamics CRM

When we click the "Add phone call" button in an account, It open the phone call with  minimum.


If you want to customize the form or add new column or control to form. Go to setting->Customization ->Entity->Phone Call->Forms->Phone call quick view.

When you open the phone quick view form is not an editable mode.



Solution:
Reason for form not able to editing "Customization" is set to false. To make it as "true".

 A simple trick but it would not work in CRM online.
Here's the SQL query to run against your Org_MSCRM database:
First, run this query to ensure that only 1 records are returned ( one for the Phone Call)
SELECT IsCustomizable, * FROM SystemForm WHERE Name = 'Quick Form' AND ObjectTypeCode IN (4210)

 I suggest taking a copy of the original FormXml from the SQL table before editing so that it can be reverted if something breaks, and a full database backup wouldn't hurt either.
At this point, you can save the results, including the FormXml column to file in case you need to revert any changes.

Then, to enable customisation of the forms:
UPDATE SystemForm SET IsCustomizable = 1 WHERE Name = 'Quick Form' AND ObjectTypeCode IN (4210)

I have tested in CRM 2015 and CRM 2016 it is working perfectly.

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