Quick introduction to Business Rules in Microsoft Dynamics CRM

Business Rules were introduced to Microsoft Dynamics CRM 2013. For those not familiar with the term, the purpose of Business Rules is to manipulate field attributes and values on forms without having to develop this functionality in JavaScript. It is simpler than coding, flexible and it doesn’t require developer skills.

From Microsoft Dynamics CRM 2015 onward (as well as Microsoft Dynamics CRM Online), it is possible to create business rules that run on the server side. To do this, we must set the scope of the business rule to the 'Entity' option. Essentially, business rules that runs on the server side in some scenarios may replace in certain cases the custom plugins and workflows.

The important consideration for a business rule with the scope set to Entity is that when a record is created or updated using a form, the business rule will run twice, first on the client side and then on the server side.

To learn more about Business Rules, or get started on using them, feel free to contact us.

Andriy Berestetskyy