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Microsoft Dynamics CRM introduced Business Rules in CRM 2013 which provides custom business logic. You can read more about how to use Business Rules from one of our earlier blogs found here
In this blog we are going to show new abilities added in Business Rules for Dynamics CRM Update 1 as well as tips while working with Business Rules in CRM.
In Microsoft Dynamics CRM Online Update 1 a new ability is added in Business Rules to clear the field value. This functionality was not present in previous versions.
Let us see how we can use Clear field option of Business rules, step by step using a simple example:
Consider an example where we want to use Business rule such that if the Credit Holdfield in Accounts Entity is set to No then Clear value of Credit Limit field.
To accomplish this,
We will first create a new Business rule on Accounts entity and name it as “Clear Credit Limit”.
Then we will add the if condition as below:
For Action we will select “set field value” option
In the type section we get Clear Option which clears the value of specified field when “if” condition is true.
Note: The Clear value option is not available for Required fields.
So the final Business Rule looks as below:
Now on Activating above business rule if the Credit hold field is set to No you will see that the Credit Limit field’s value is automatically cleared.
Another thing that we have observed while working with Business Rules is that when entering a formula and setting a value in the formula, the precision allowed in the value depends on the field being selected as one of the parties to the formula rather than the precision of the field in which the result of the formula would be set.
Suppose, We want to set Budget field using following Formula:
Budget = Annual Revenue * 0.0067
So we have created a Custom field “Budget” of type currency with precision 4.
The Annual Revenue field is having precision 2.
While writing formulas in Business rules, if we try to multiply “Annual revenue” field with a value of higher precision than the Annual Revenue field such as 0.0067.
Then in business rules when we click on ok it rounds up the value to the precision of Annual Revenuefield which is the field being selected as one of the parties to the formula and not to the precision of the field in which the result of the formula would be set which in our example is Budget.
In our case the value 0.0067 is rounded up to 0.01 due to precision of Annual Revenue is 2 not to the precision of Budget which is 4.
The workaround for this is to edit the Annual Revenue field and change its precision to higher precision. In our example the precision of Annual Revenue field is changed to 4.
After publishing the changes in form, we get proper precision of the field.
There's much more, for more Dynamics CRM Tips and Tricks head on to Inogic Blog. If you have any questions on Dynamics CRM or need any help in implementation, customization, upgradation of Dynamics CRM or are looking to get more out of your CRM, feel free to reach us at email@example.com today!
The post Tips for working with Business Rules in Dynamics CRM 2015 Online appeared first on Inogic Blog.
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