Customer Engagement & Dynamics CRM Forum

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  • 1.  Auto-save disabling on form

    SILVER CONTRIBUTOR
    Posted Sep 19, 2022 02:42 PM
    Hi All~
    I have a request to disable Auto-save on the appointment form, for which I found a solution through JavaScript on the OnSave for the form.

    My question is: has anyone else done this and, more importantly, will it interfere in any way with tracking meetings to CRM from the D365 app for Outlook on the calendar?  

    Any experience anyone can share would be greatly appreciated.

    Thank you,
    Elaine


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    Elaine Bardzil
    CRM Administrator
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  • 2.  RE: Auto-save disabling on form

    SILVER CONTRIBUTOR
    Posted Oct 24, 2022 01:51 PM
    Responding to my own question in case anyone else finds need for this in the future:

    Used javascript on the Appointment form in D365 to disable AutoSave.  I did this to have greater control over a trigger to notify the user's manager that notes were added to the Appt record. (If anyone has a better suggestion for this, i'd be so happy to hear it!)
    Works great - notification is not triggered until user clicks save or navigates away from the form.  If they click save mid-edit and their manager gets 2 notifications, there's not much I can do about that.  It's a short learning curve.

    The good news is that it does NOT affect tracking the meeting from Outlook D365 app.  yay! 

    The only issue i've encountered is that if a user makes changes to certain fields in the appointment record within D365 (Location, date, time, attendees), the meeting invite will resend.  However, i don't believe this is because of the javascript and it's not unexpected because of the tight integration between Outlook and D365, but users see this as a "bug".  I don't see it as a bug and have tried explaining that making the same changes to those particular fields in Outlook will also resend the invite.

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    Elaine Bardzil
    CRM Administrator
    Servicelink
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