Use of Business Rules in Dynamics 365

Use of Business Rules in Dynamics 365

One of the best things about Dynamics 365 is that it can be configured easily to meet your business needs. You must struggle to choose the right component to use while configuring your Dynamics365 system.

If you are a Dynamics 365 experienced user and a system administrator, then you must make sure that you have business rules available within your allocations. Business rules were introduced in Dynamics CRM 2013 then it was included in 2015, 2016, and Dynamics 365. Basically, business rules enable you to apply logic without building additional plugins or using JavaScript. If you are a System Admin you should be happy knowing this!

Business rules come up with a simple drag-and-drop interface that allows you to easily implement and change commonly used rules. The best thing is that business rules run in real-time, allowing you to see the action right after the condition has been met. Hence, you are able to apply business rules on Quick Create Form or Main Form.

Following are some of the actions that you may take by configuring business rules on a form:

  • Set Field Value
  • Clear Field Values
  • Set Field Requirement Levels
  • Validate Data & Show Error Messages
  • Show Fields
  • Hide Fields
  • Enable Fields
  • Disable Fields
  • Create Business Recommendations

Now, you can easily understand the extent of the capabilities of business rules in Dynamics 365.

Let’s go through an example!

A company is selling both residential and commercial products. On the opportunity form, some fields are available there that can be applied if classified as a residential opportunity. On the other side, there are some other fields that can only be applied for a commercial opportunity. If we have a field named “Opportunity Type” where a sales reps can choose either Commercial or Residential, you can simply configure business rule using “Set Visibility” which can show/hide the appropriate fields.

Another excellent business rule is the ability to set Field Requirement Levels. This helps to easily maintain a clean form and minimize the use of unnecessary fields while setting field-level requirements where needed. We can see an example of this when the probability of an opportunity is greater than 50%, we would like the Estimated Close Date and Estimated Revenue to be needed. You can set this by adding business rules with a “Set Business Required” action.

If you want to implement business rules within your Dynamics 365 solutions and finding it difficult to do, then you may contact our Dynamics 365 experts who will offer you training and dedicated support where required.