Hello all,
I'm new to this and still struggling. I am trying to edit the terms and conditions field found on work order:
But I am not sure where to find it? I thought it to be in dataverse somewhere, but when I open the form in dataverse and click on the "Terms and Conditions" field, I don't see anything. Is this a document within the CRM or something? Where do I find it? Thanks
Edit: Never mind I figured it out. I had to go to Dynamics>system>customization and then processes as it was a process called "term and conditions" and not simply a form. I then had to deactivate the current version of it in order to edit it, then make the changes, save and close, save and close and reactivate.