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06 December 2013

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jukkan

Real-time workflows are one of my favorite features of CRM 2013, they really open up a whole new world of no-code customization opportunities.

I just wanted to add that if you need to show fields from the parent account record on the opportunity form, you should also explore the new Quick View Form feature for bringing in this information. This would be beneficial in situations where the information you wish to show could potentially change over time, which means the static values copied onto the child record might be in conflict with the latest data.

There are of course benefits to the workflow approach that you can't achieve with Quick View Forms. Showing the account number in the opportunity primary field and making it available in Quick Find come to my mind as a few reasons why copying the data would be justified.

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