web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Triggering Business rule

(0) ShareShare
ReportReport
Posted on by 21

The below question was asked In the exam preparation for MB 400. Anyone know what is the right answer?

 

Q: An organization implements Dynamics 365 Sales. 

You need to trigger a business rule when a form is saved. 

What should you do? Choose One 

  1. Write a business rule to trigger on a change of ModifiedOn field.
  2. Set the scope of the business rule to All Forms
  3. Set the scope of the business rule to Entity.
  4. Set the scope of the business rule to one specific form where business rule triggers.
I have the same question (0)
  • Suggested answer
    protc Profile Picture
    on at

    Hi Dug,

    Thank you for the Query.

    I would Choose One (1).

    Write a business rule to trigger on a change of ModifiedOn field.

  • Suggested answer
    Wahaj Rashid Profile Picture
    11,321 on at

    Hi,

    Set the scope of the business rule to Entity is the correct answer.

    When the scope is set to Entity, business rule is executed on server side.

    To elaborate more, Business Rules execute on-change of a field, there is no on-save event available for the Business Rule. 

    However, to run a Business Rule on save, we can set it's scope to Entity.

    This way, Business Rule do not run on-change of a field's value, rather it executes on server side save operation (however this is till pre-save, you can throw validation errors so the data is not saved). 

    You can test this as following:

    • Add a form level Business Rule (click on the Business Rules on the Form header, do not add a business rule on a Field Properties).
    • Add a condition (any).
    • Add an Action on true path of the condition.
    • Set the scope to the current or all forms.
    • Activate the BR and test your scenario, it should not work.
    • Then deactivate the BR and set it's scope to Entity.
    • Activate and test the scenario, it should work.

    In short, adding a condition on Modified on is not necessary, you can add any condition as per your requirement, but scope should be Entity in order to execute on save.

    I hope this answers your query, feel free to discuss if you have doubts.

    Best,

    Wahaj

    (if it helps, mark it verified)

  • Suggested answer
    dug Profile Picture
    21 on at

    I agree, Thanks.

  • Wahaj Rashid Profile Picture
    11,321 on at

    Hi,

    My pleasure.

    For future readers, please mark the correct answer as verified.

    Thanks,

    Wahaj

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 98

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 60 Super User 2025 Season 2

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 43 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans