Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 79901

Business Rules

$
0
0

Hi 

i was wanting to add a business rule to a custom field i had created to one which is a system field. 

my custom field links a quote to a lead, one the quote form a system field called customer links it to a contact. this field is locked and cant be modified. 

the business rule is to stop a quote being associated to a different contact. 

so if customer = John Smith 

related lead contact cant be Paul Davis it has to be the contact that is related to in the customer field. 

any help in creating this as a business rule or any different process will be appreciated. 

thanks 


Viewing all articles
Browse latest Browse all 79901

Trending Articles