Ablity to have Editable field in Completed order.. RRS feed

  • Question

  • Hi,

    I am scratching my head on this one.

    The Customer want to be able to have 1 Field editable all the way from Quote to Order, to Invoice.

    I can do the Quote and order side, but when the order is completed and invoiced the order screen is locked in read only; I don't want to run a work flow to unlock the whole screen as its just one field that could change.

    Does that make sense?


    Thursday, January 7, 2016 2:45 PM

All replies

  • Hello,

    Once order is completed it turned to read-only. My suggestion - create related entity and store that information inside one of fields of that entity. If customer wants exactly field - develop a webresource that will be shown when record is read-only and show information from related entity.

    Dynamics CRM MVP
    My blog

    • Proposed as answer by Ryan-WSIC Sunday, January 10, 2016 10:29 PM
    Friday, January 8, 2016 6:20 AM
  • Hi, Didn't think about doing it as an entity, will give it try and suggest to my customer.

    Sunday, January 10, 2016 10:30 PM