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Business rules and JavaScript is not working on Quick Create form when open from Outlook app

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Posted on by sharma.sandeep82 740

Hi All,

We have integrated and configured Dynamics 365 App for Outlook. We have created a quick create form for the custom and system entities. Also, we have configured the business rules in the Quick Create form. The business rule is working as expected when I open the Quick Create form from the Dynamics 365 App for Outlook, however, when I open the same quick create form from the Outlook app then the business rule is NOT working.

Can anyone suggest what could be reason of this issue?

--

Regards

Sandeep 

Categories:
Microsoft Office Outlook Client
Sales
  • Suggested answer
    Timothy Bohte Profile Picture
    Timothy Bohte 2 on at
    RE: Business rules and JavaScript is not working on Quick Create form when open from Outlook app

    Sometimes other logic is in the way of a business rule. Try to see if there are other rules or script bugging with your rule. Try deactivating it one at a time to get to the cause. Alternatively you could try to write the business rule logic in JavaScript.

  • sharma.sandeep82 Profile Picture
    sharma.sandeep82 740 on at
    RE: Business rules and JavaScript is not working on Quick Create form when open from Outlook app

    Hi Bipin,

    Thanks for the response.

    I have already tried, but in that case also it's not working.

    --

    Regards

    Sandeep

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: Business rules and JavaScript is not working on Quick Create form when open from Outlook app

    Hi,

    Can you please set the Business Rule scope to Entity and check.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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