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  • Custom Entity Progress Table - No insert for edited record

    Hi, I have created a progress table for a custom entity I created. When I add a new record to the custom entity it adds the details to the progress table but when I edit the record it does not add a new record to the progress table. I have no way…
  • Company and Person Workflow Progress with Tracking tab in CRM

    Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities.…