Business Rules in Dynamics 365

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Business Rules are useful in Dynamics 365 for creating functionality by a user without having to write code, and especially avoiding JavaScript and Plugins. Let’s go through an example of how to implement a business rule.

Business rules are form-based logic. We will implement a business rule against the Account entity form. Note the functionality works for tablets and Outlook (Online and Offline).

You can create business rules by:

  • Customizing the form

  • Customizing the entity and selecting Business Rules

In both cases, select New to create a new business rule:

Select Condition and note the options:

Note the Source drop down options, Entity or Business Process:

Selecting Entity allows you to choose a field from the form. Selecting Business Process allows you to select the business process name.

Let’s say we want to check if the Account name contains “TEST”. We can set this in our conditions. Note there can be a maximum of 10 conditions per business rule:

We can now go back to the Components tab to create an action:

We will lock the fax field if our condition is true. Drag the Lock/Unlock action onto the canvas as set the properties:

We will also add an action to display a message to the user:

Next, Save, Validate and Activate the Business Rule.

Now we can create a new account. Enter a new account with name TEST. You can see the business rule has run, locking the fax field and showing an error message:

Finally, note the snapshot functionality to take a screen shot of the business rule:

Which produces:

 

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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