Dynamics CRM 2011 UR12 – Saving Records from Process Forms

Microsoft has completely redesigned some of the forms in Dynamics CRM 2011 update rollup 12 so that they are “process-driven”. The new design allows users to follow a step-by-step process to ensure that the right information is captured for different record types. One major change is the removal of the ribbon which has been replaced with a simplified menu. However, the new menu does not include the normal Save or Save and Close buttons, so how do I save my records?

Process-driven forms have an auto-save feature whereby the record is automatically saved each time a field is updated. Likewise the form is saved when you navigate away from the form (e.g. by clicking a link to a related record). Note that the auto-save does not take affect if the record is in create mode. There are no alerts and the form does not refresh, so it may not be obvious that the record is being saved.

Users can also force-save the form either by using the CTRL S shortcut key combination, or by clicking on the save icon which is tucked away in the bottom right-hand corner of the process form.

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Because of the “silent save”, it is important that you are careful with the changes you make to records via process forms in your CRM system.

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