Autonumber in CRM – only with workflows
Almost on every organization I customize, there is a need for an autonumber in some shape or form. This could be for an account, opportunity, quotes, or some obscure custom entity. Nonetheless, this is...
Tagged: CRM 2016
Possible CRM bug: Business rules overrule Read-only records
My colleague Niclas Lund Stisager ran into a scenario where a customer was able to edit fields on a closed opportunity, because a business rule unlocked a field for a different purpose. Even after the...
Using KingswaySoft’s auditlog in CRM
In the latest version of their toolkit for CRM, KingswaySoft added a functionality to tap into the Audit history using fetchxml, to target a specific entity. This can be used for a lot of...