Tip #451: Locking field in business rule can be tricky

Business rule to lock a field

Empowering users in Dynamics CRM is great but one needs to be prepared to troubleshoot adventures of a power user. If you have a rule that locks the field when certain conditions are met, beware what happens when this field is editable. That’s right, the last edit will be lost. Why? because locking the field […]

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 […]