Business Rules – Your Key to Programming Knowledge in MS Dynamics CRM

No programming knowledge? No problem!

Business Rules, which are delivered right out-of-the-box with Dynamics CRM, tackle client side logic in a user friendly way, allowing virtually anyone that is responsible for managing their company’s CRM to get off and running with this fantastic tool in no time. 

In a nutshell, this little gem allows you to create and add form design functions to the system and custom entities without a lick of development. Through “If…Then…Else” conditional statements, you too can create rules which monitor the behaviour of fields and subsequently define an action or actions to be taken upon the conditions being met.

Gone are the days of reaching out to developers for JavaScript and plug-ins each and every time a requirement rears its head. Don’t get me wrong – it’s not some sort of magic potion that will make all your wishes come true. But, you are bound to dazzle your users (and your boss), with fields that seamlessly appear just when they need them; field values which auto-complete right before their very eyes; field requirements changing on the fly, ensuring the most relevant data is always captured; and error messages, or what I prefer to call ‘reminder messages’ which prompt users to conform to best business practices. With a little creativity and some business logic in tow, Business Rules can do all that and so much more!

Here’s a quick guide to find the Business Rules section:

From your Solution section, select either the Fields option or Business Rules option beneath an entity.

You can also access Business Rules from the Home tab in the ribbon of the Main Form of an entity or from the Field Properties of a field placed on the form. 

Upper management will be thrilled by how the implementation of a handful of well-planned and thought through Business Rules can simplify processes, effectively promote data integrity, and, most importantly, have all of your CRM users working synchronously.

To learn more, check out our video, New Features and Functions in CRM 2015,which includes a section dedicated to Business Rules.And of course, you can always get more information on this topic and anything else CRM related, by checking out our CRM Solutions!

Stacey Mancuso, CRM Certified Application Specialist , WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence