Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
Hi,So I have a custom status called 'Budget and Planning' where I want the 'Existing Contact' field to be enabled to edit and select the contact from that, until then I want the field disabled. How can I achieve this? The field is not shown in the 'Leads' form whatsoever.
Thank you for your query.
You can add a Business Rule, follow these steps:
Here is a sample rule:
Would it be done in contacts entity or the leads entity since I want this business rules to run in the leads form?
Yeah it has to be Lead in your case.
These are sample steps for your reference. You may need to modify it as per your needs.
Thanks for your suggestion.
I have modified my business rule according to our needs and somehow the conditions are not working.
Is there any way to check if the business rule is triggering or not? Or anything of that auditing sort?
There is no straight forward way of debugging a Business Rule, just verify your conditions and actions.
If you need to dig deeper:
If still doesn't work, please share a screenshot of your Business Rule (if possible).
Business Applications communities