A default value is not populated in a picklist field when you create a follow-up activity in Microsoft Dynamics CRM 3.0

Consider the following scenario. In Microsoft Dynamics CRM 3.0, you add a custom picklist field to an entity, such as the Phone Call entity. You set a default value for this field. Then, you use Form Assistant to create a follow-up activity for an entity record. The follow-up activity type is the entity to which you added the custom picklist field. For example, you create a follow-up Phone Call activity for a Contact record. In this scenario, the default value is not populated in the picklist field in the follow-up activity that you created as expected. For example, the picklist field in the Phone Call activity for the Contact record is empty.

This problem occurs if you use one of the following activity types to create a follow-up activity for an entity record:

• Task
• Fax
• Phone Call
• E-mail
• Letter
• Appointment
• Service Activity
• Campaign Response

Note This problem occurs for all picklist fields except for the Priority picklist field.

A supported hotfix is available from Microsoft. However, this hotfix is intended to correct only the problem that is described in this article. Apply this hotfix only to systems that are experiencing this specific problem. This hotfix might receive additional testing. Therefore, if you are not severely affected by this problem, we recommend that you wait for the next software update that contains this hotfix.

If the hotfix is available for download, there is a "Hotfix download available" section at the top of this Knowledge Base article. If this section does not appear, contact Microsoft Customer Service and Support to obtain the hotfix.

Note If additional issues occur or if any troubleshooting is required, you might have to create a separate service request. The usual support costs will apply to additional support questions and issues that do not qualify for this specific hotfix. For a complete list of Microsoft Customer Service and Support telephone numbers or to create a separate service request, visit the following Microsoft Web site: Note The "Hotfix download available" form displays the languages for which the hotfix is available. If you do not see your language, it is because a hotfix is not available for that language.

File information

The English version of this hotfix has the file attributes (or later file attributes) that are listed in the following table. The dates and times for these files are listed in Coordinated Universal Time (UTC). When you view the file information, it is converted to local time. To find the difference between UTC and local time, use the Time Zone tab in the Date and Time item in Control Panel.

The Microsoft Dynamics CRM 3.0 server

The Microsoft Dynamics CRM laptop client for Microsoft Office Outlook

Installation information

Install this hotfix on computers that are running the Microsoft Dynamics CRM 3.0 server software and the Microsoft Dynamics CRM laptop client for Outlook software.

After you install this hotfix, delete the temporary files in Windows Internet Explorer. To do this, follow these steps:

1. Start Internet Explorer.
2. Click Tools, and then click Internet Options.
3. Use one of the following methods, depending on the version of Internet Explorer that you are using:
   • In Windows Internet Explorer 7, click Delete in the Browsing history area, and then click Delete files in the Temporary Internet Files area. Then, click Yes.
   • In Microsoft Internet Explorer 6, click Delete Files in the Temporary Internet files area, and then click OK.

Prerequisites

You must have the Microsoft Dynamics CRM 3.0 server installed to apply this hotfix.

Restart requirement

If you are prompted, restart the computer after you install the hotfix.

Removal information

To remove this hotfix from a computer that is running Microsoft Windows Server 2003, Microsoft Windows XP, or Microsoft Windows 2000, use Add or Remove Programs in Control Panel. System administrators can use the Spuninst.exe tool to remove this hotfix from a computer that is running Windows Server 2003, Windows XP, or Windows 2000.

The Spuninst.exe tool is located in the %Windir%\$NTUninstallKB929148$\Spuninst folder. For more information, click the following article number to view the article in the Microsoft Knowledge Base:

If you use a value other than the default value in the picklist field, the problem that is described in the "Symptoms" section does not occur.

For more information about the terminology that is used to describe Microsoft software updates, click the following article numbers to view the articles in the Microsoft Knowledge Base: