Can’t set record Status Reason to default value in CRM Worklfow with Status Transition Rules Enabled

I encountered a weird case when trying to set record status reason to default value on creation of the record in CRM Workflow with Status Transition Rules enabled in the entity configuration. I’ll replicate the case and implement a workaround in my trial CRM Online instance. Continue reading “Can’t set record Status Reason to default value in CRM Worklfow with Status Transition Rules Enabled”

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Set default value to a Prompt and Response step from a Currency (Money) field

You may know that Dialog Process is deprecated, but I’ve kept bumping into it recently with past projects. Today I have a request to set default value to a Prompt and Response step with value from a Currency field. It should be easy as I first thought but it isn’t.

Continue reading “Set default value to a Prompt and Response step from a Currency (Money) field”