Friday, February 10, 2017

How to create Business rules in Microsoft Dynamic CRM 2016.

Dynamics CRM 2016 is here and with it comes some exciting new features. Microsoft have update Business rule editor with drag and drop features. Let’s try to think of a scenario and use this new enhanced feature.

Business Scenario :

On quote entity, we have need to display Primary contact based on account selected in Potential Customer. If Potential Customer is not selected then we need to lock the Primary Contact.

Solution :

1) Create a One to many relationship between Contact and Quote.

2) Change the field property to display only related records.

3) Create a business rule to Lock the Primary contact until valid Potential Customer not populated by user.

The editor also show us the tips that we are dragging control to valid area. After attaching the Action Control, we are then supposed to populate its properties.

After locking the primary contact, we then clear the value if any in Primary Contact.

We then unlock primary contact if valid potential customer provided by having condition branch.

We then save and activate the Business Rule. CRM does a validation check and if there are no error it display a “Validation successful” messages.

I hope you find this Microsoft Dynamic CRM feature interesting and ease of use.

Vipin Jaiswal

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