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Converting Activities Function Not Working

Converting Activities Function Not Working

Microsoft Dynamics CRM

We recently came across a problem in Microsoft Dynamics CRM 2015 where the Converting Activities function was not working. A customer noted that on the Appointment, Email, Letter, and Fax Activity forms, the "convert to" menu link for Opportunity and Case did nothing. On other types, these menu items worked as expected. We worked through checking the following browser settings - popup blocker, compatibility view, and trusted sites - all were correct.

Converting Activities

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Since this was discovered in a CRM online system, we contacted Microsoft support for help.

After some review, the solution was to enable legacy form view from the Settings area. This issue is a known CRM "bug" that will be fixed in either CRM 2015 UR 1.2 or in CRM 2016. Until the roll-up or upgrade is available, the legacy for view is needed. There is no code on the activity forms, but there may be other features that were brought forward from previous versions of CRM forms, causing the problem.

Beringer Associates, a Microsoft Gold Certified Partner, is always here to provide expert knowledge in topics like these. Please contact us with any questions you may have.


theProfessor

theProfessor

Rob is the CTO of Beringer Technology Group, and focuses his efforts on software development, cloud engineering, team mentoring and strategic technical direction. Rob has worked with Beringer since 2005, and has influenced every department from Development, Security, Implementation, Support and Sales. Rob graduated with his MBA from Rowan University in 2012, earned his Bachelors of Computer Science in 1997, and is current with several Microsoft technical certifications. Rob is very active, and loves to mountain bike, weight train, cook and hike with his dog pack.