Friday, March 18, 2016

Auto Save in CRM 2015

Are you sure you want to leave this page? Modern applications allow the user to flow without the friction of excessive prompts for obvious decisions. CRM 2013 takes advantage of this concept and implements a new auto save feature anytime a user is editing a record. The following are the key things you need to know about auto save:

Ø   Only applies after the record is created
Ø   Auto Save happens 30 seconds after edit, and every 30 seconds after that
Ø   During Auto Save, any changes to record are retrieved without reload of form
Ø   If a field is being edited (if focus is on a field), it will not be included
Ø   Other Auto Save Triggers
Ø   Command Bar Actions – New, Close, or Qualify
Ø   Closing the Form

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