Microsoft KB Archive/929923

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Knowledge Base

The values in the Sender field and in the Recipient field are not exchanged when you click Incoming or Outgoing in the Fax dialog box in Microsoft Dynamics CRM 3.0

Article ID: 929923

Article Last Modified on 8/21/2007


  • Microsoft Dynamics CRM 3.0


Consider the following scenario in Microsoft Dynamics CRM 3.0. You create a Fax activity. Then, you complete the Sender field and the Recipient field in the Fax dialog box. When you click Incoming or Outgoing to exchange the values in these fields, the values in the fields are not exchanged.


To work around this problem, customize the OnChange event on the Fax form. To do this, follow these steps:

  1. Log on to the Microsoft Dynamics CRM 3.0 Web client.
  2. Click Settings, click Customization, and then click Customize Entities.
  3. Double-click the Fax entity.
  4. Click Forms and Views.
  5. Double-click Form.
  6. Double-click the Direction field.
  7. On the Events tab, click OnChange, and then click Edit.
  8. On the Details tab, click to select the Event is enabled check box, and then type the following code in the code box.

    // The following code is used for Knowledge Base article 929923.
    if( !SwapLookups( crmForm.all.from, ) )
      // If the exchange is unsuccessful, restore the original incoming direction or the original outgoing direction.
      crmForm.all.directioncode.DataValue = crmForm.all.directioncode.DataValue;
  9. In the Event OnChange Properties dialog box, click OK.
  10. In the Form Properties dialog box, click OK.
  11. In the Form: Fax dialog box, click Save and Close.
  12. In the Entity: Fax dialog box, click Publish on the Actions menu.
  13. Click Save and Close.


This problem does not occur when you process a Phone Call activity and a Letter activity.

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