web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Customer Master - New field addition

(0) ShareShare
ReportReport
Posted on by 781

Hi,

Our customer master creation is based on a workflow.

We have separate submission  form for creation of the customer and on approval of the submission Form the customer master is updated with the new customer.

Also the workflow is been practiced for any change in the customer master,

Now we need to add a new customized field with Check box in the customer master. The check base will be enabled based on the customer category

We are able to create the new field in the customer form and the same is getting reflected the Customer master.

Now we created a new customer , with check box enabled. The form is submitted and approved as per the workflow.

The new customer is created in the Customer master but the check box is not enabled.

please advise what could be the reason.

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Sriram GS,

    Well, I think there can be a lot of reasons for that.

    Can you talk to the developer who created the additional field and the related functionalities?

    Best regards,

    Ludwig

  • sriram Profile Picture
    781 on at

    Hi Ludwig,

    Thanks . Will Check and revert

  • sriram Profile Picture
    781 on at

    Hi,

    The issue been solved

    Error was due to the workflow updation.

    with the help of the technical support, after running some class in the backend , the issue been addressed and solved

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 544 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 450 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 250 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans