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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 … Continue reading Business Rules in Dynamics 365

As per the Event Execution Pipeline for plugins in Dynamics 365, here we will look at a pre-operation plugin. These plugins execute before the main system operation and within the database transaction. They run after the pre-validation has occurred. This is used for modifying/updating any attributes (note you can also technically do this in pre-validation). If you are creating a record, as the record is not created at this point, you will not … Continue reading Dynamics 365 – Pre-Operation Plugin

In Dynamics 365, when a plugin is run, it executes based on a pipeline execution model. Plugins can be triggered by: A user action in the Dynamics 365 user interface, such as retrieving a record Events triggered by the Organization Service or the WebAPI, such as retrieving a record Post-Operation events in the pipeline are processed either: synchronously – these plugins are are executed immediately and run in a specific … Continue reading Dynamics 365 Plugin Execution Pipeline

Dynamics 365 entities come with status and status reason fields. Here we will look at how they are used. Consider an entity such as Case. This entity has these 2 fields. They are not displayed on the case form, but you can see their values through Advanced Find. We can modify the form and add these by dragging the fields across: Save and publish the form. Now, when we enter … Continue reading Dynamics 365 Status Reason Transitions

Entities in Dynamics 365 contain forms, which display information to the user and can allow input. To view forms of an entity, in customizations, select the entity and Forms: To create a new form, select New. We will create a new Main Form: This will open the window: Note in the form properties we can set the form name: Make changes to the form, save and publish the form. Now … Continue reading Adding Forms in Dynamics 365

As per the Event Execution Pipeline for plugins in Dynamics 365, here we will look at a pre-validation plugin. These plugins execute before the main system operation and outside the database transaction. Pre-validation runs before validation occurs. You can also modify values at this stage, though this may be generally done in pre-operation. If you are creating a record, as the record is not created at this point, you will not … Continue reading Dynamics 365 – Pre-validation Plugin