Enhanced Business Rules in Dynamics 365 (Dynamics CRM)


Microsoft Dynamics 365

Enhanced Business Rules in Dynamics  365 (Dynamics CRM)

There have been many changes in Dynamics CRM with release of Dynamics 365.

Business rule is one among those having major changes in after first introduced in Dynamics CRM 2013.

Business rules got new GUI (graphical user interface) to make it easier to understand and create a new Business Rule:BS0.png

A new action added in this update is “recommendation” i.e. we can add recommendation to any field so that system suggest you to fill/select something specific.

We have created a test Business rule on case entity:

Task: If origin of case is “phone call” make “contact” field business required otherwise make it non-business required:

Step 1: Set condition in properties window in left right side.

In our case it’s if on entity case, field “origin” have value “phone call” :

bst0Step 2:  Drag and drop desired component to right mark to perform that action if condition evaluates…

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