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Using Rules to make Dynamics CRM Life Easier

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CRM Tips and TicksEver run into a situation where you have different requirements for different forms that share similar field in Dynamics CRM? We recently had a situation where the customer uses two separate forms on their Opportunity that each share certain fields. On one form, they needed a field set as required. On the other form, they needed that same field set as unrequired. There is a very simple way to achieve this using Business Rules and we thought others could benefit from this as well. Here is what you will need to do:

  • Set the shared field as not required at the field level
  • Within Customizations expand the entity that you want to set the field required for, and select Business Rules and click

Field Requirements 1

 

  • In the new Business Rule window, change the Scope field to the form that the field should be required for.

Field Requirments 2

  • Then simply add the action to Set business required.

Field Requirements 3

  • Select the field to require from the Field list and set the Status to “Business Required”. Then click the check mark to complete the action.

Field Requirements 4

  • Click SAVE on the business rule to save it.
  • Then click ACTIVATE.

This tip will hopefully make your life a little bit easier going forward when using business rules to set field requirements. Did you find this CRM tip useful? Looking for more Microsoft Dynamics CRM Tips? Click here to see all of our blog tips on Dynamics CRM and also subscribe to our blog to be sure you receive all future tips as well!

 

The post Using Rules to make Dynamics CRM Life Easier appeared first on Ledgeview Partners.

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