welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

How to Manage Auto Save in MS CRM 2013

By Rajesh on 3/29/2014

A new feature in MS CRM 2013 is ‘Auto save’.  Enables automatic save of records at fixed interval for any update without click every time on “Save” button. The feature of saving record helps us to work on a record for a long time without any worry. If you forget to click “Save” button you don’t have to worry about it. ‘Auto save’ feature not only saves an extra click but also reduces chances of data loss in case of any connectivity issues because now all changes in form will be automatically saved in every 30 seconds. If no changes are made on form than automatic save will not occur.

During the save, if there are any mandatory fields, validation failures, such as invalid data, or missing required fields, etc. that prevent the save, then an error message will show at footer panel below and the auto save will not proceed as shown below.

This feature is turned on for all new and updated organization, by default feature is on. Please note that this is applicable only for updating records. If you create new record then you must explicitly save the record. It will not be auto saved. Auto save capability is not applicable to Quick Create forms or Mobile forms. Also, auto save only applies to the Main form. It is also important to note that this feature is only enabled for entities with the updated user experience forms. 

How to turn ‘auto save’ on or off

You can change the setting according to the requirement as discussed below with help of screen shots.

Some cases where you don’t want to save the record automatically like plugins or workflows. In CRM there is an option to turn off this setting which is available in “System settings”.

  1. On the navigation bar click Administrator > System Settings

2. On the general tab, you can find the setting “Select default option for auto save” and click “ok” as shown below:

The feature will be turned on or off for all updated entities. This feature can only be managed at organization level. Please note that this setting only turn-off the auto save on form which happens at every regular interval if changes are made on form. Whether you have auto-save enabled or not, whenever you navigate away from a record or close a separate window displaying a record, the record will be saved.

 

MS CRM 2013
Auto Save
MS CRM 2013
Author
Blog Calendar
Blog Calendar List
2018 Nov  26  3
2018 Oct  7  3
2018 Sep  13  11
2018 Aug  2  2
2018 Jun  11  1
2018 Jan  41  2
2017 Sep  348  5
2017 Aug  14  1
2017 Jul  15  2
2017 Jun  36  2
2017 May  17  1
2017 Apr  31  2
2017 Mar  104  4
2017 Feb  269  4
2016 Dec  171  3
2016 Nov  267  8
2016 Oct  197  10
2016 Sep  341  6
2016 Aug  38  1
2016 Jun  1580  6
2016 May  102  3
2016 Jan  68  2
2015 Dec  373  6
2015 Nov  3  1
2015 Oct  11  1
2015 Sep  1105  6
2015 Aug  10  1
2015 Jul  101  2
2015 Jun  7  1
2015 May  20  1
2015 Apr  21  2
2015 Mar  67  3
2015 Jan  4998  4
2014 Dec  14  1
2014 Nov  2159  4
2014 Oct  74  2
2014 Sep  95  2
2014 Aug  2848  1
2014 Jul  40  2
2014 Apr  2401  12
2014 Mar  268  19
2014 Feb  216  8
2014 Jan  1490  16
2013 Dec  21  2
2013 Nov  607  2
2013 Oct  239  3
2013 Sep  10  1
2013 Aug  29  3
2013 Jul  202  1
2013 Apr  43  6
2013 Mar  1634  10
2013 Feb  272  4
2013 Jan  244  2
2012 Nov  24  2
2012 Oct  394  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote