Hosk's Dynamic CRM Blog

What are business rules

Business rules were added to CRM 2013 and a way to provide client side scripting/validating/field or section hiding without having to write any JavaScript.  For context server side customization’s are plugins/workflows (e.g. code written in C# is executed on the server)

Business rules are also known as portable business logic (although I don’t know anyone who calls them that) because they also work on the mobile app.

What can business rules do

  • Set field values
  • Show/hide fields – Visibility
  • Enable/disable fields
  • change the requirement levels on fields (e.g. business required, recommend)
  • Show error messages

All the features above were usually done using Javascript in CRM 2011.

I have written a quick guide to business rules here

Why are business rules useful

Business rules are useful because they allow non developers to provide the functionality mentioned above on forms.  Business rules can be used on Main and…

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Filed under: CRM 2011