Recently our team faced an issue where the business rule was not getting triggered on 'Quick Create' form even after validating it successfully and activating it on all forms on 'Opportunity'. Problem statement: Business rule was setup for showing/hiding certain fields on the opportunity form based on a field value. Business rule was set to…
Tag: Quick Create
Cannot assign security roles for Quick Create and Quick View forms in Microsoft CRM 2013/2015 – MB2-703
There is an interesting question in MB2-703 certification which could be confusing even for those who have worked on CRM for some time. Question: You create two Quick Create forms on the Lead entity. The Quick Create forms are for different teams that process Leads for different product groups. Which factor controls the Quick Create…