Customer experience | Sales, Customer Insights,...

Business Rules Not Firing For Imported Data

(0) Share

Report

Posted on by d365user123

When I import data into the CRM, the business rules do not trigger until I go back into the form itself. How do I make the business rules trigger upon record import instead of when I go back into a record

I have the same question (0)

All responses (3)

Answers (0)

Sort by

Suggested answer

Community Member on at

Like (1)

Report
Copy link

Link copied!

Hi d365user123,

According to your description, it seems that your business rule's scope is All Form. Please change it to Entity to have a try.

Reference:

ledgeviewpartners.com/.../

Was this reply helpful? Yes No
Suggested answer

Bipin D365 28,985 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi,

When you set Scope to Form/All Form it will run client side when you Load/modify field value on the form from UI.

You will need to set Scope as 'Entity' so that Business rule will be triggered when you import record/Records gets created from Integration/C#. This will work even when you Load/Modify field on the form from UI.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

Was this reply helpful? Yes No
Suggested answer

Mohsin Ali 3,634 on at

Like (0)

Report
Copy link

Link copied!

Change the scope of your business rule to Entity instead of all forms.

You can do it by.

1. Deactivate your business rule

2. open business rule

3. In opening window's ribbon, there is Scope button that you can mark it as entity.

Was this reply helpful? Yes No