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Microsoft Dynamics CRM (Archived)

Which gets triggered first

Posted on by 1,017

Hello team,

I am updating some fields from entity A to entity B. ( I created a workflow  when entity A is selected  from Entity B through lookup , I am updating some field from entity A to Entity B) when entity B  record is created, records status changes

Now I want to make sone fields read only in entity B using business rule once the values are updated  from entity A

I am not sure which gets triggered  first.

Any help or guidance is highly appreciated.

Thanks

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  • Verified answer
    shivaram Profile Picture
    shivaram 3,315 on at
    RE: Which gets triggered first

    Hi James, In CRM earlier versions, we have Business Rule Scope as Form level only. But later we can Create Business rule as server side. (Scope as Entity) this can be equal to sync.Workflow.

    There is slight difference between server side Business rule and Sync.Workflow.

    If Business rule scope is All Forms, then Business rules will trigger first.

  • Verified answer
    Rutul Chauhan Profile Picture
    Rutul Chauhan 2 on at
    RE: Which gets triggered first

    Business rule on Entity B will trigger first.

  • Verified answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Which gets triggered first

    Hi James

    If you are on Entity B and that is where there the Business Rules are then they will happen as you are updating the fields so this will trigger first

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