How to Use Business Rules in Dynamics 365 CE/CRM
In this video, UG Expert Heidi Neuhauser introduces business rules in Dynamics 365 CE/CRM, before diving into some use cases for several actions. She also covers scope and custom code.
Key Takeaways
- Overview: Business rules involve applying simple form logic without custom code or plugins, making them easy to configure and run in real-time when conditions are met.
- Scope: Understanding the scope of your business rule is crucial, as it determines whether the rule runs at the server level (entity), on all forms (client-side), or on a specific form. It’s important to note that business rules and custom code should not be used together on the same form to avoid conflicts.
- Lock and unlock: The “lock and unlock” action allows fields to be locked or unlocked based on specific conditions, ensuring fields can only be edited when necessary. The “set required” action configures fields to be required or not based on conditions.
- Set visibility: The “set visibility” action hides fields based on specific conditions, showing only relevant information to users. The “set field value” action can either set or clear a field’s value based on conditions.
- Error message: The “show error message” action is a powerful business rule that displays an error message when specific conditions are met, preventing users from proceeding until they provide the required data.
- Add recommendation: The “add recommendation” action prompts users to apply data based on a configured recommendation, guiding them through the process. Users will see a light bulb icon, which they can click to view and apply the recommendation or ignore it if they choose.
