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Information and opportunity product line item - issue in data integrity RRS feed

  • Question

  • Hi,

    In CRM 2016,  I can find in opportunity product line, there are 2 selection OpportunityProduct and Information forms.  Information form is customized form, it is part of CRM upgrade from CRM 2011 to CRM 2016.   OpporutnityProduct form is original form without customization.  So both forms are different.   Now my query is user can select both forms.  So user can enter data in both forms. One form is customization with validation  other form is original form.  Hence there is issue in data integrity.   I need the customization form in both places.  How can do this.  What is the difference between these 2 forms.


    pnoushu@hotmail.com

    Monday, April 10, 2017 11:24 AM

All replies

  • Hi,

    why don't you disable the form that is not wanted?

    User then are forced to use just the form that you allow.

    I would personally transfer the cusotmization from the old form to the new one.

    Michal

    Monday, April 10, 2017 3:39 PM