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I've been brought in to develop a quick fix for my employer in the Dynamics CRM suite and i'm not up to speed with the service on how to accomplish the below task - if someone can point me in the right direction or provide links to the relevant documentation i could try to catch my own fish! Googling and searching forums for the last 2 hours hasnt yielded any relevant results.
Task:
Sales personnel need a view that shows a list of our active contracts with a column for 'Next communication date' sorted to tell them what contracts are due to be interacted with.
Solution in mind:
I have the view created and have also created a couple of helper fields on the contract form;
- Last interaction date (which the user will update upon communicating with a contract rep)
- Interaction period (fixed value determined by our lead sales rep to dictate how often a contract should be interacted with)
- Next communication date (field value = last interation date + interaction period, should be updated when the Last interaction date is updated)
What tools/mechanisms will help me accomplish the above task?
Business rules don't seem to answer the question as the conditional isn't triggered of the value of a field, but rather when a field is updated.
I stumbled across a 'event handler' which shows 'OnChange', but i'm a little lost as to how to interact with it/utilise it.
Many thanks for your time.
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