Looking for PowerObjects? Don’t worry, you’re in the right place! We’ve been part of HCL for several years, and we’ve now taken the final step in our acquisition journey: moving our website to the HCL domain. Nothing else is changing – we are still fanatically focused on Microsoft Business Applications!

HCLTech Microsoft Business Applications Practice Blog

for Dynamics 365, Power Platform and the rest of the Microsoft technology stack

Microsoft Dynamics CRM 2013 Autosave Feature

Post Author: HCLTech |

The autosave feature was first introduced as part of the Polaris or UR 12 release, along with the new process forms. In CRM 2013, autosave is a dominant feature. Let's explore what autosave does and some key points to keep in mind.

Saving a record

When you create a new record, you will have to save the record for the first time manually before autosave kicks in. Once the record has been saved once, autosave will save any changes made to the record every 30 second after a field has been modified.

To see this in action, create a new account record. Enter the account information and press the Save button.

Now that the record is saved, you'll noticed that the Save button is no longer available. Instead there is a autosave icon at the lower right hand corner.

Microsoft Dynamics CRM 2013 autosave feature

Autosave States

The autosave button not only allows you to manually save your work, but also provides useful information about the state of the record. Below are some screenshots of what you might see in the autosave area and what each means.

The record is saved. Click the save icon to save manually.

There are unsaved changes. In 30 seconds, autosave will save the record and it will revert back to the save icon.

This type of message will appear if a required field is missing.

You'll see this message if the record is inactive/read-only.

Autosave Impact

Since autosave actually saves the record to the server, it is regarded as a record saved. Plugins will fire on autosave, as will workflows. The audit log will also be updated.

Enabling / Disabling Autosave

Autosave can be enabled/disabled by navigating to Settings > Administration > System Settings > General Tab.

The CRM 2013 autosave feature is just one of many great enhancements to Dynamics CRM. We've got a lot more resources and information on the new release on our Microsoft Dynamics CRM 2013 overview page, including links to CRM 2013-related events, blogs, and additional resources, so check it out and be prepared!

Happy CRM'ing!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

7 comments on “Microsoft Dynamics CRM 2013 Autosave Feature”

  1. The thing about the autosave function is that it changes the cursor position to the top of the inputbox. When you are typing a lenghty note about a phone call or meeting you had, once autosave hits, you are immediately transported to the top of the inputbox and sure enough your new text is inserted there in stead of at the end where you were typing. If it should happen when you are changing te title of an incident it is even worse, as it then automatically selects the entire title and any character you type will then substitute the title in stead of adding to it. Very nasty stuff indeed.

  2. Hi, i am working in crm 2013 UR2, when ever i open already created case, by default the text appearing with auto save icon is "unsaved changes", can you please tell me how to stop it,

    1. Hi Qaasim - my guess is that you have javascript running on the onload event and this javascript is making some change to some field. This would cause your form to have unsaved stuff right away.

PowerObjects Recommends