Microsoft Dynamics CRM (Archived)

Business rule execution in CRM Portal

(0) Share

Report

Posted on by vinvinvin

Do business rules created in CRM online execute in a CRM Portal webpage?

Thanks

*This post is locked for comments

I have the same question (0)

All responses (11)

Answers (2)

Verified answer

Aileen Gusni 44,524 on at

Like (0)

Report

Hi Vin,

So far I know, no.

community.adxstudio.com/.../afbde70e-baed-e311-80cb-00155dc0a3d4

facebook-community.adxstudio.com/.../306f9629-3a56-e411-80e9-00155dc0a3d4

They are very good in the support and community idea, so if there is, I believe they will update it.

Thanks.

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

Hello Vinvinvin,

No, CRM portal doesn't support Business rules that are applied on forms.

Thank you :)
Please do verify the answer if you find it helpful :)

Was this reply helpful? Yes No
Suggested answer

TheMarkChristie 10,328 Moderator on at

Like (0)

Report

Hi Vin

At the moment there is no current support for Business Rules in CRM Portals - However this is a very good idea and i would suggest that you raise it at crmideas.dynamics.com/ideas

Was this reply helpful? Yes No
vinvinvin on at

Like (0)

Report

thanks aileen.

i caught the discussion you provided before posting here.

i asked because we are using microsoft crm portal add-on and not adx.

unfortunately, i cannot test on my end. configuration of our portal is taking too long

Was this reply helpful? Yes No
vinvinvin on at

Like (0)

Report

thanks meharin.

is this confirmed also in microsoft crm portal add-on?

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

I think its confirmed, to the best of my knowledge.

Thank you :)

Was this reply helpful? Yes No
Suggested answer

Kishor Kumar 3,710 on at

Like (0)

Report

Hi Vinvin,

Sorry we cant have the business process flow in CRM Portal

Was this reply helpful? Yes No
Suggested answer

vinvinvin on at

Like (0)

Report

business rules does not work on a dynamics 365 portal add-on

Was this reply helpful? Yes No
Verified answer

Guido Preite 54,086 Moderator on at

Like (0)

Report

if the scope of the Business Rule is set to "Entity" the rule runs also on server side, thus will be executed for changes made inside the portal (for example when you update a record)

Was this reply helpful? Yes No
vinvinvin on at

Like (0)

Report

hi guido,

rules i created are for locking fields and setting field values on selection of an optionset.

it does not work. i also tried setting the scope to the specific custom form i am using for the portal but it did not work as well.

Was this reply helpful? Yes No