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Customer experience | Sales, Customer Insights,...

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Block changes to submitted sales orders

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Posted on by Samantha73

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Hi All

What's the best way to block end user (non integration) changes to submitted sales orders/activated quotes. Some fields are editable and the grid below is editable

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Microsoft Dynamics CRM

Dynamics 365 Sales

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Amit Katariya007 10,409 Moderator on at

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You can create a JS which will run on form load. Check your necessary conditions and then lock them.

For editable sub grid you can follow the same condition with below code mentioned in the article. Follow below article which will help you to implement your requirement.

Lock fields using JS

Lock fileds on subgrid.

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Samantha73 3,305 on at

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Thanks for the suggestion but I couldn't find the 'events" tab when I select the entity as below - perhaps this is not supported in modern UI

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