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 ›
calculated fields
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 ›
Quick tip – Get lookup record attributes using calculated fields
Let’s look at an example. In my opportunity form, there is an account lookup field. Sales manager requests that he needs to see the primary contact number of the account so that he can make the call from opportunity form…. Read More ›