Dynamics 365 Business Rules Dynamics Dynamics
- 2. Mitch Milam Dynamics CRM Architect – [email protected] – @mitchmilam – http://tinyurl.com/MitchMilamLinkedIn
- 4. 2017 Training Roadmap • Webinars http://www.xrmcoaches.com/webinars • KnowledgeBits http://www.xrmcoaches.com/knowledgebits • Learning Plans http://www.xrmcoaches.com/freestuff • More Goodies – Practice tests – On–Demand video training – Instructor–led training – Books
- 6. Who is this For? Non–developers Administrators Even developers
- 7. Limitations Only run when the form loads and when field values change. They do not run when a record is saved, unless the scope for the rule is set at an entity level. Business rules work only with fields. When you set a field value by using a business rule, any OnChange event handlers for that field will not run. If a business rule references a field that is not present on a form, the rule will simply not run.
- 8. Limitations cont. Whole Number fields that use the formats for TimeZone, Duration, or Language will not appear in the rule editor for the conditions or actions, so they cannot be used with business rules. For Microsoft Dynamics CRM for tablets, the definition of the business rules are downloaded and cached when CRM for tablets opens. Changes made to business rules are not applied until CRM for tablets is closed and re-opened. When you set the value of a lookup field, the text of the primary field value that is set in the form will always match the text that is visible in the rule definition
- 9. Where do you find Business Rules?
- 10. Scope Where should this rule run?
- 11. What do Business Rules Do?
- 12. Conditions If/then/else Works on the Entity or a business process
- 13. Actions What task can we perform?
- 14. Show Error Message Display at the field level
- 15. Set Field Value Can be set to a value, formula, field or cleared
- 16. Set Field Value (formula) Use simple operators (+,–,/,*) Can use a field value or a static value
- 17. Set Business Required Can set to either required or not
- 18. Set Visibility Only works on fields – not on Tabs or Sections
- 19. Set Default Value Can be set to a field value or a static value
- 20. Lock or Unlock Field Sets a field to read–only or editable
- 21. Recommendation Displays a recommendation on a field
- 22. Advantages Easy to create No JavaScript knowledge required Can run at the server level Can run on multiple devices/platforms
- 23. Disadvantages It is sometimes hard to understand where the logic lies • JavaScript • Business Rules • Plugins • Synchronous workflows • Asynchronous workflows
- 24. Additional Reading Create and edit business rules (Help and Training) • https://www.microsoft.com/en-us/Dynamics/crm-customer-cente r/create-business-rules-and-recommendations-to-apply-logic-in-a- form.aspx
- 25. Questions?
- 26. Thank You