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Additional options on Deactivation of records

  • 1.  Additional options on Deactivation of records

    Posted 28 days ago
    Hi everyone

    I have a couple of questions regarding the 'Deactivate' function within CRM.

    1. Is there a way to stop the Status Reason selection box from using the first option as default and setting it to a null, select value. 
    2. Is there a way to add in additional questions when users deactivate records, such as 'Do you need to update [entity]'.  For context, as an organisation, there is the potential that the same client can have cases open with different departments all at the same time.  Rather than asking the client the same question every time they call, we have an underlying entity linked to the contact called Client Situation, which holds certain 'global' pieces of data and acts almost like an audit history to capture how things are at the beginning and end of each case.  Whilst we can identify where the situation hasn't changed during our interactions and could potentially use this to stop deactivation, there are occasions where, due to the short term nature of the case, we wouldn't expect changes.  It would therefore be good to be able to add a prompt that asks if things have changed and if so (and the data doesn't reflect that), rejects the deactivation and forces them to update the records.
    I get the feeling that the answer to both is 'use javascript' but thought I would double check

    Many thanks

    Matt

    ------------------------------
    Matthew Vizor
    Shelter
    London
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Additional options on Deactivation of records

    SILVER CONTRIBUTOR
    Posted 27 days ago
    Matthew,

    1.  You can edit the Status Reason field and add or reorder options, and you can also choose the default option as well.



    2.  There is a way to modify the Case Resolution and Opportunity Close dialog, but I think you aren't working strictly with those two entities.  If you are, you can find additional documentation here for Case Resolution and Opportunity Close.  If you're looking for more than that, you might try a canvas app where you have more control over customizing the user experience.  You could embed the canvas app in your model driven app and have more of a custom user experience after you remove the deactivate button with the ribbon workbench in XRMToolBox.

    ------------------------------
    Jonathan Blackham
    Sales Operations Specialist
    Valin Corporation
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Additional options on Deactivation of records

    SILVER CONTRIBUTOR
    Posted 27 days ago
    You could also create a real-time workflow that runs before the status changes to inactive where it checks record conditions that you set and throw an error if it doesn't.  That might be another option, but it would only prevent the record from being deactivated prematurely.

    ------------------------------
    Jonathan Blackham
    Sales Operations Specialist
    Valin Corporation
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Additional options on Deactivation of records

    Posted 27 days ago
    Hi Jonathan

    Many thanks for your swift response

    What you say is correct, I am using a custom entity, but am wanting something similar, I may have to investigate the canvas app idea (although do you have any ideas of where to start?)

    Many thanks

    Matt

    ------------------------------
    Matthew Vizor
    Shelter
    London
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Additional options on Deactivation of records

    SILVER CONTRIBUTOR
    Posted 27 days ago
    Hi Matthew,

    I highly recommend Shane Young's excellent video series on Canvas Apps to get started.  I find it very thorough and engaging.

    https://youtu.be/49O1UW-tkyo


    ------------------------------
    Jonathan Blackham
    Sales Operations Specialist
    Valin Corporation
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Additional options on Deactivation of records

    SILVER CONTRIBUTOR
    Posted 26 days ago
    Hi Matt,

    Jonathan's suggestion of using a canvas application is great. But if you are not interested in working with Canvas Apps, my suggestion would be to use XRM Toolbox and remove the deactivate button from the custom entity. And force the users to create client situation, each time and then create a flow to deactivate the custom entity once a record in client situation is created.

    I hope this helps. Please let me know if you have any questions/concerns, I am always happy to help community members.

    Thanks
    Jay Buddhdev

    ------------------------------
    JayBuddhdev
    https://www.powerappsd365.com
    Regina SK Canada
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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