Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Sales forum / Triggering Business rule
Sales forum
Suggested answer

Triggering Business rule

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.
  • Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: Triggering Business rule

    Hi,

    My pleasure.

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

    Thanks,

    Wahaj

  • Suggested answer
    dug Profile Picture
    dug 21 on at
    RE: Triggering Business rule

    I agree, Thanks.

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: Triggering Business rule

    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
    protc Profile Picture
    protc on at
    RE: Triggering Business rule

    Hi Dug,

    Thank you for the Query.

    I would Choose One (1).

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

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,989 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,588 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans