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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Business Rules
Microsoft Dynamics CRM (Archived)

Business Rules

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Posted on by Community Member

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 

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Business Rules

    Hi,

    If I have understood your requirement correctly, on your quote entity, you have customer field & contact field.

    You need that the contact field should records related to the customer.

    This can be done by related record filtering-

    1. Open quote form, double click Contact field to open the field properties window.
    2. In the Display tab, scroll down and look for record filtering.
    3. Change the values as per below screen shot.

    recorfilter2.png

    recorfilter2.png

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