Dynamics 365 Business Rules

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Business Rules are a way in Dynamics 365 to add actions to events that occur in the user interface.

Let’s go through an example with the Leads form. Select Business Rules from the navigation bar and then New Business Rule:

This will open a blank template.

Let’s add a condition that if the City = “New York”, then lock the description field. Click Activate:

As soon as the City is set, the description field is locked:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

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