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Hello everyone..
My Organization Region is India, ..
Actually i want to understand Actual Use of Fiscal Year Setting , What it does?
and
Here in my Organization ,I can see all Data From the begging to till date whether it is Lead, Appointment or Opportunities.
My Question is How i can set this data for user to see in Indian(Fiscal year -from Apr to Mar) by default.
and can we do something in Lead, Appointment or Opportunities ONLY read.(No Editable) For some VIEWS. (If users open that particular views cant be edited, User can Just read.)
Suppose my last Financial year is 2017 to 2018(Apr- mar) then how can i make this data Non-editable(only can open and View)
and current one will be 2018 to 2019(Apr- Mar) as normal in all Appointment, leads and Opportunities.
Please help me with this
Thanks
Amit
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Hi amity,
You need to create a real time workflow which will trigger on update of opportunity record, checks the date & if false then cancel the workflow. However, I don't think you can apply a dynamics condition check with the fiscal year but you can check the specific (hardcoded) date like CreatedOn less than 01/04/2018. Due to this, you would need to update these workflow every year with the correct date. Refer below-
If you are comfortable with plugins then I would recommend that as there you can specify the date check dynamically.
Hope this helps.
I understand your requirement , but the possible way to do this using WorkFlow/JavaScript /Plugin based on created On date of opportunity.
Using Javascript at the time of onload you can check the value of created on and make form readonly.
stackoverflow.com/.../dynamics-crm-javascript-making-form-read-only-typeerror-control-getdisabled-is
Using workflow/Plugin you can restrict update based condition.
Thanks Sir For your response.......
,
But This will effect to every views and all entity ....i want something like this ....
like i have to views .....
Entity-Opportunites
views Name-
Total Opportunists- This contains some last year fiscal data
Total Opportunities Current- This Contains some this fiscal year data....
So i want this --Total Opportunists- This contains some last year fiscal data ------to be non-editable...only Users can open and see Records but not any changes in last years data.
In this views Total Opportunities Current- This Contains some this fiscal year data---- Users can do as Usual opertstions ...Read, Write and Updates.
Thanks
Hi,
Fiscal settings is given you to advance your search criteria and with some validation inbuilt . But now its depends on what kind of activity you are doing , to restrict the view of record you need to go with normal customization using JS or security role to make form read only based on Fiscal Year.
Hi amity,
Regarding Fiscal Year settings, you can view/change your settings by referring this document - docs.microsoft.com/.../work-fiscal-year-settings
What Fiscal Year does it it sets the scope for Goals in Sales Module to consider the calculations of the same based on these settings. You can read more about it here - docs.microsoft.com/.../fiscal-calendars-fiscal-years-periods
Regarding making data to read only, this is affected from Security Roles, they might be able to open records and read, but can't edit.
You'll need to design a security role and remove write/delete/create privileges and assign this role to those users and reduce their existing privileges.
Hope this helps.
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