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Scenario Overview

Note : This Article is for pre version 9 of CRM , since then Microsoft has given the Process Stages its own Entity. 

In this scenario we had a business requirement to ensure that at least 1 Decision Maker stakeholder has been assigned to an Opportunity before allowing the Opportunity to the Develop step.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula of type Validation is created
  • It is configured so that it executes each time the Process Stage field changes on the Opportunity entity
  • On execution it runs a FetchXML query that checks the Process Stage is Develop
  • It then uses another FetchXML query that checks if there is a Stakeholder with a role of Decision Maker connected to the Opportunity
  • If any approved Stakeholders are found it allows the Opportunity Stage to progress to the Develop stage
  • Otherwise it displays an error message to the user

Sample Error Message

North 52 Formula

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