The Phone Number box is not populated automatically when you use Microsoft CRM Workflow Manager to create an activity (862556)
The information in this article applies to:
- Microsoft CRM 1.2
- Microsoft Business Solutions CRM 1.0
TechKnowledge Content
SUMMARY
When you create a Microsoft Business Solutions CRM activity by using Microsoft CRM Workflow Manager, the Phone Number box is not automatically populated on the activity record.
When you manually create a Microsoft CRM activity, the Phone Number box is typically populated automatically. However, when you add a Phone Call activity to an opportunity record, and the opportunity record requires that you have a potential customer selected, the Phone Number box is not auto-populated.
MORE INFORMATION
When a Workflow is set up to create an activity, as one of the steps in the workflow process it will not populate the phone number field like it would if you manually create an activity on an account record.
This functionality is by design.
This article was TechKnowledge Document ID: 34796
| Modification Type: | Minor | Last Reviewed: | 8/26/2005 |
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| Keywords: | kbMBSworkflow kbMBSMigrate KB862556 kbAudEndUser |
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