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- Set Default Activity Values – Duration, Date & Time
Ok, so first of all apologies for going quiet over the past few months! (Again!). I have just delivered the biggest CRM project that Chorus IT has ever delivered! This has been a huge success (with plenty lessons learned also!). Customer happy, seeing real tangible value and really excited about how MS Dynamics CRM 2011 is going to revolutionise their business.
So, to begin… Setting Default Activity Values – Duration, Date & Time.
The system we built for our client is being heavily used to record activities for large sales teams. With a target of 100 calls a day in mind, any little pieces of data entry we could shave off would help hugely. One of these was the fact that every time they made a phone call they had to enter the duration (which on average was 2 minutes") and set the date and time to the current date and time.
Duration:This was no where near as easy as i expected it to be. As you know, the duration field displays as an option set (dropdown) of values. As such you would think it would be easy to add values to this…………not so! This field is in fact a “Whole Number” field!
var CRM_FORM_TYPE_CREATE = 1;
var CRM_FORM_TYPE_UPDATE = 2;
// do nothing
Hey presto! This meant that on creation of a phone call activity the script runs but not on any other occasion.
Hope this helps and stay tuned for some more interesting bits to come!