web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) dynamically change the...

Microsoft Dynamics CRM (Archived)

dynamically change the description of a field

(0) Share

Report

Report

Posted on by Community Member

Hi everyone,

I have a requirement where we need to change the description of the probability field dynamically based on the sales stage value. For example, the description for probability should be "within the range 10% to 20%" on solution stage and the description should change to "within the range 30% to 40%" on the proof stage.

Is there any way on how I can achieve this?
Any links to tutorials or steps to achieve this would be helpful!

Thanks in Advance!

*This post is locked for comments

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Alex Fun Wei Jie 33,628 on at

Like (1)

Report
Copy link

Link copied!

Hi,

you can use JS to achieve it.

How to get Stage Name

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/formcontext-data-process/activestage/getactivestage

How to get Value

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/attributes/getvalue

How to set Value

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/attributes/setvalue

If you have an indicator to stated the stage name, then you can use business rule.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-business-rules-recommendations-apply-logic-form

Was this reply helpful? Yes No

Helpful resources

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1

#2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans