Consider the following scenario in Microsoft Dynamics CRM. You create a follow-up activity for an entity. Then, you click Save or Save and Open. In this scenario, some fields are not automatically populated in the follow-up activity form.

Microsoft Dynamics CRM 3.0

If you create a follow-up activity for a Fax entity, the following fields are not populated automatically:

• Sender
• Recipient
• Fax Number

If you create a follow-up activity for a Phone Call entity, the following fields are not populated automatically:

• Sender
• Recipient
• Phone Number
• Direction Code

If you create a follow-up activity for an E-mail entity, the following fields are not populated automatically:

• From
• To
• Cc
• Bcc

If you create a follow-up activity for a Letter entity, the following fields are not populated automatically:

• Sender
• Recipient
• Address
• Direction Code

If you create a follow-up activity for an Appointment entity, the following fields are not populated automatically:

• Required
• Optional
• Organizer

If you create a follow-up activity for a Service Activity entity, the following field is not populated automatically:

• Resources

Microsoft Dynamics CRM 4.0

If you create a follow-up activity for an E-mail entity, the following fields are not populated automatically:

• Cc
• Bcc

If you create a follow-up activity for a Letter entity, the following field is not populated automatically:

• Address

If you create a follow-up activity for an Appointment entity, the following field is not populated automatically:

• Optional

This is a known issue in Microsoft Dynamics CRM.