{ZERO CODE DEVELOPMENT}Restrict user to add notes to inactive entity: Dynamics CRM 2013/2015

When a record is inactive, changes to most fields in record are locked. Still, there are some actions which are out of box allowed like adding activities, notes, etc.

I often have had this scenario.

Here is a simple workflow solution to solve this problem. I have taken example of Contact record and Notes.

Step 1: Create a workflow on Create of Notes (It should be synchronous):

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Step 2: Put a check condition to check parent regarding status:

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Step 3: Stop the workflow with cancelled, if this condition is met true:

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Set Error Message in Properties:

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Now let’s see this in action:

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Hope it helps!

{ZERO CODE DEVELOPMENT} Creating Posts when Entity is updated in Dynamics CRM 2013/2015

Activity feeds are enabled for some out of box entities automatically in CRM for specific actions. Recently there was a query on CRM community how to be able to create posts when an Entity is updated.

Solution: Create an out of box workflow on entities you want to have auto post on updates.

Step 1: Taking example of lead entity, create a workflow on update of lead entity:

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Note: It is not necessary to create synchronous workflow.

Step 2: All fields must be selected in Records field change (If you want specific, you can update specific):

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Step 3:

Create Post in the processing step:

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Step 4: Activate this, follow a lead record (Follow button via ribbon). Your changes will now start appearing in What’s new area as well as posts area on the record:

What’s new area below:

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Posts on Record’s wall :

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Hope it helps!