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Business Rules Not Firing For Imported Data

Posted on by 35

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

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  • Suggested answer
    Mohsin Ali Profile Picture
    Mohsin Ali 3,610 on at
    RE: Business Rules Not Firing For Imported Data

    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.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,960 Super User on at
    RE: Business Rules Not Firing For Imported Data

    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/

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Business Rules Not Firing For Imported Data

    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.

    pastedimage1641360589836v1.png

    Reference:

    ledgeviewpartners.com/.../

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