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Article ID: 948008 - Last Review: January 15, 2015 - Revision: 4.0

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Consider the following scenario in Microsoft Dynamics CRM 4.0. On an account form, you try to create a new follow-up activity in the Form Assistant. In the Form Assistant, you change the user in the Assign to field to another user. Then, you click Save and Open. In this scenario, the new follow-up activity is still owned by the original user who was in the Assign to field.

This problem also occurs if you change any field in the Form Assistant that is mapped between the source entity and the selected activity entity. For example, this problem also occurs if you change the Phone Number field in the follow-up activity. The Phone Number field is mapped to the Main Phone field on the account form. In this case, the value that exists on the source entity overwrites the value that you specify in the follow-up activity.


This problem is fixed in the latest cumulative update rollup for Microsoft Dynamics CRM 4.0. For more information, click the following article number to view the article in the Microsoft Knowledge Base:
949256  ( ) Microsoft Dynamics CRM 4.0 updates and hotfixes


Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the "Applies to" section.

More information

For more information about software update terminology, click the following article numbers to view the articles in the Microsoft Knowledge Base:
824684  ( ) Description of the standard terminology that is used to describe Microsoft software updates
887283  ( ) Microsoft Business Solutions CRM software hotfix and update package naming standards

Applies to
  • Microsoft Dynamics CRM 4.0
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