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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Business Rule not firi...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Business Rule not firing from API input

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Posted on by AdrianCherrill 10

I have a business rule that sets the value of one field (which is hidden, but required for emailing) dependent on the value of another in the Contact entity. This works fine when the contact is added or updated manually, but it does not work when the contact is added via an API from an external website. The scope was set to All Forms, but I set it to Entity and it still does not work.

Have I missed something or will the BR not fire when data is added in this way? Or is there a delay in server side running of a BR?

If it will not fire from data added via an API is there any other way of doing it?

Thanks in advance.

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    Check if User who is executing the API has Org level Read permission on Process Entity.

    0753.CR2.PNG

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    You have to set Entity scope.

  • AdrianCherrill Profile Picture
    AdrianCherrill 10 on at

    Hi Bipin, thanks for your response. The user in question has roles of Sys Admin (which has the permission above) and Customer Service App Access (which does not have it, but I cannot edit it, it says I cannot edit inherited roles). The user was set up by the vendor who supplied the system so I do not know if these are really the correct roles or not. I would have expected Sys Admin to trump everything anyway.

    I may have to just go back to them and ask directly.

    Adrian

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    Workaround is to create Real time workflow to set the field value based on field updated from external API.

    docs.microsoft.com/.../create-real-time-workflows

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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