Dec 2, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal.Overview In this article, we will show how a single Formula can be used to enforce different rules for different forms. For the first form, we want to hide two fields. For the second form, we... 
Nov 23, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal Overview In this article we will examine a solution we created for a customer who wanted to do a linked entity in an AddPrefilterLookup. Out of the box Microsoft Dynamics 365 does not support linked... 
Nov 11, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview In this scenario we want to visually confirm a Contact’s data when it has been added as a Primary Contact to an Account by automatically opening the Contact record in a dialog form.... 
Oct 30, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview A regular requirement we come across is where a record needs to be cloned (copied) as well as its child and grandchild records. In this article we show how to add a button... 
Oct 20, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal.Overview In this KB article, we want to users to be able to submit an Opportunity for approval. As some users may not have permission to change the status of Opportunities, we have... 
Oct 8, 2020 | Business Rule Example
A new knowledge base article has been published on our support portal. Overview In this scenario the requirement is to assign Dynamics 365 case priorities dynamically on the creation of the case which are being brought in from an external system. The case...