Entering to xRM World Part 13 – Business Rules

This post will write about the new feature of MS CRM which has been added from 2013 version. There are a few limitations in 2013 version but they have been imprvove from 2015 version.

This is greated feature that help developers save their time and flexible for applying business logic to Client without using JavaScript code. You can use business rules for following situations.

• Hiding field, tab
• Basic Calculating
• Set required field/Not
• …

Key notes for Business Rules

When we work with Microsost Dynamic CRM Buniess Rule, we should condiser these points. They will help us to define/take advantage of all features of MS CRM.

• Client script logi can be built without programming required.
• Business rule can be triggered by opened record or a value of field is changed in CRM form. All behavior can be set by rule conditions.
• Business Rules just supported for Field interacting.

Scope of Business Rules

We can set the scope of business rule when we create business rule in OOB tool as following image.

Scope of Business Rules

Business rules are been applied for these scopes.

• Single form
  • Applying to only specified form.
  • Rules will need to be created for each form it needs to excute on.
• All form
  • Applying to all form asscociated with entity that created Business Rules.
• Entity
  • It can run for client & server side if it was set for Entity level.

How to trigger the Business Rules?

In OOB tool, you can define the condtion of the field and then add the action as following steps.

1. Adding the condition for Business Rules.

We can add value of condion via value of other field or inputing value.

2. Define the action

We should remeber that Action onlu Occur WHEN Conditions is True.

• Comparing field values to another field, static values or formula.
• Formulas are simple calculations avaiable for numberic and date fields.
• Multiple conditions can be specified
• And/Or determines if all must be true or one must be true.

These are basic but it is actually very very important to work with this feature.

Hope that it will be useful for someone.