Sometimes we need to capture field updates for audit purposes. Here is an example: Account form has a field for “Account Application Status” (Options – Approved/Rejected). In either case, we need to capture who approved/rejected the application and date/time. My… Read More ›
Business Rules
Use business rules in dynamics to populate fields
In my last post – how to use calculated fields to get related record attributes, we were able to get the primary phone number of an account in the opportunity form using calculated fields. Now let’s look at a more… Read More ›