What is Business Rule in Dynamics 365?

Business Rule in Dynamics CRM was introduced from CRM 2013 version onwards.

It introduced in CRM to reduced to add JavaScript/Plugin codes for simple logics.

Take an example: We need to hide some field on the dynamics form when certain condition is met. For such simple logic, before CRM 2013....like CRM 2011, we need to write custom code using JavaScript/Plugin. Using Business Rule, such logic is easy to design by simple drag/drop and configuration. We dont have to write custom code for this.

When we configure any Business Rule, will have Condition & Action

Condition can be True or False. For these True or False we can execute certain Action.

Here is List of Action can be performed using Business Rule

• Hide Fields
• Show Fields
• Disable Fields
• Enable Fields
• Clear Field Value
• Set Field Value
• Set Field Required/None Required Level
• Create Business Recomendations
• Validate the value & Show Error Message

Scope:

Scope indicate from where any Business Rule will be executed, like from dynamics form, Interface etc. Any Business Rule configured, will have two scope.

• Entity
• Forms

Entity:It executes at server side. Business Rule configured with Scope as Entity will be fired when its conditions are met using dynamics form, operation using CRM Service, web applications etc.

Forms:It executes at client side. Any dynamics users when interact with forms then only Business Rule will be executed. Such Business can be configured as scope of All Forms or any specific forms.

Once Business Rule is designed, make it is activated make it live.

With Business Rule there are some Limitations as below

• Using BULK EDIT OR IMPORT, Business Rule will not execute.
• Can not interact with TAB or SECTION on the Form, like we can not hide/show tabs or sections.
• Business Rule can not Call/Execute JavaScript function.
• There is not contorl on execution of Business Rule.
• For the Particulare Entity, if mulitple Business Rules are present then it executes in order they are Activated.
• We can not debug Business Rule.
• Business Rule can interact with field which are local to the particular entity. It can not interact or user related entities field.
• In a Business Rule can have upto 10 If....ELSEstatement.