Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Locked Account

Posted on by Microsoft Employee

Hi All!

 

I am facing an issue in Dynamics 365 Online (version 8.2.1.360).

I have a Business Process Flow on the Opportunity form. On this BPF, I have added the OOB field ‘Account’ (parentaccountid).

For any Opportunity that is created from Lead qualification, this field is locked by the business process flow.

(see screenshot below)

Img_5F00_issue.jpg
If I create an Opportunity directly, I am able to update this Account lookup field.

There is no script on the form which is disabling the Account lookup field.

Ps: I tried doing the same on Dynamics 365 Online (version 8.2.1.410) and do not see this field locking behavior there. Is this a bug? Or is this due to something else?

 

Thanks in advance!!

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Locked Account

    Hi David!

    That did the trick! Thank you so much!

  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Locked Account

    The Account field is special in that it's derived from the Customer field, which may contribute to this behaviour. Can you use the Customer field instead ?

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans