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Save and Close button issue in CRM 2013 for Activity Type Appointment RRS feed

  • Question

  • Hi All,

    Have come across a strange behavior in CRM 2013 and would like  to be sure that it really is an issue which others have encountered too.

    Open a Case record, and click on Activity navigation link to see the Open Activity Associated View. Then try creating an Activity of type Meeting and click on Save & Close button (not just Save). When you refresh the view, the activity might show up. But repeat the same steps and create another Activity of Type Meeting and this activity will not show up. It doesnt show up even in the All Activities view. Seems like the activity does not get created when using Save and Close button.

    This behavior is replicated even on online 30 day trial version. Any inputs?

    Regards,

    Yogesh


    • Edited by yogeshfd Tuesday, May 6, 2014 2:12 PM
    Tuesday, May 6, 2014 2:11 PM

All replies

  • Hi Yogesh,

    I can confirm this behaviour. When trying to create an appointment by using the "save&close" button the "Close" functionality is working but appointment get's not saved.

    This applies in our case to CRM ONLINE.


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    Saturday, May 17, 2014 12:14 PM
  • I have seen the same issue and apparently this will be fixed in Service pack 1 for CRM 2013.

    http://support.microsoft.com/kb/2941390

    • Users of Microsoft Dynamics CRM 2013 Update Rollup will notice that the Save and Close button does not save appointments or recurring appointments they've entered.

    • Proposed as answer by Eranger Sunday, May 18, 2014 10:53 PM
    Sunday, May 18, 2014 10:53 PM
  • The problem only occurs when your appointment times clash.   "Save and close" just throws the appointment away.  "Save" tells you about clash (or perhaps it's just unavailability) and allows you to ignore and continue with the save.

    Friday, March 13, 2015 3:40 PM