Tip #272: How to shoot yourself in a foot with the Edit button

Our next tip for CRM 2015 comes from Jim “Sourdough Master” Steger and continues nice tradition of warnings against premature actions in Dynamics CRM.

When creating a Rollup or Calculated Field, be sure to have all of the information for the field out to your satisfaction BEFORE you click the Edit button to configure the rollup or calculated field. Once you click Edit, Dynamics CRM will auto-save the form, and will lock your schema name, data type and field type and cannot be changed.

Tipp Jarr’s Double Dipp


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