CRM 2013/2015

Save and Save & Close buttons are not visible in CRM 2013/2015

GopinathLeave a comment
Hi,
 
Today when we open the CRM forms observed that Save and Save & Close were not visible. When we are checking the things we found that one of our colleagues has enabled Auto-Save feature in CRM.
 
If you enable Auto-Save – Save and Save & Close buttons will not be displayed. Refer the below screen shot for more information
 
Auto Save Disabled

Save and Save & Close buttons are visible

Auto Save Enabled

Save and Save & Close buttons are not visible.

Hope this helps.

—
Happy CRM’ing

Gopinath

Opportunity Sales Team – Access Team in CRM 2013/2015

Gopinath1 Comment
Hi,

We all know that Access Teams was the new feature in CRM 2013. Today I was working on Access Team where I have added a sub grid on the Form with the following properties.

 
Just before adding I have seen a OOB sub grid with name connections and did search on it. To my wonder, I found that adding the records to the connections internally adds the same user to Access Team which means we don’t any more new sub grid.
 
I have added new Sub Grid as per the above screen shot.
 
1) Two sub grids a) Sales Team (Connections OOB) b) Access Team Member (Custom Sub grid which was added by me)

2) Added a user in the Sales Team (Connections OOB)

3) Refresh the page, you will see the same user has been added in the Access Team which means we don’t need to add any new sub grid on the Opportunity to give access to the users.

Hope this helps.
 
—
Happy CRM’ing
Gopinath