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Microsoft Dynamics CRM (Archived)
Answered

Business Rules execution

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Do Business Rules run when a record is created by a Plugin? 

Do Business Rules lock fields when they execute?

I  have a 3rd Party Plugin that creates Leads but sometimes the data is not all populated to the created Lead. Sometimes only the email address field is populated, then I will have to manually type in the rest of the data. I have active Business Rules on the Lead that checks a text field's value and update a drop-down field. 

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  • Joe Gill Profile Picture
    on at

    Hi Zibba,

    Business rules are client side only and do not run then a plug in runs.

    The business rules could be be locking fields. you need to examine the business rues to determine what they are doing

    Joe

  • Verified answer
    Community Member Profile Picture
    on at

    Depends on the scope of the business rule. If the scope is set to "entity" then the rules will run server-side, just like a real-time workflow. Records will be locked while they are updating, I expect.

    You can easily test this yourself, of course.

  • Suggested answer
    Community Member Profile Picture
    on at

    Yes, business rules can run on client as well as server side. Check the scope of the business rule. It could be all forms, specific form or Entity level. If it is Entity, then the rule will run like a plugin and throw error if needed.

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