Dynamics 365 can do a lot of things. But you don't necessarily have to be a coding expert to develop it.
Dynamics 365 can do a lot of things. But you don’t necessarily have to be a coding expert to develop it.
Some of the capabilities of business rules are as follows:
Business Rules Capabilities
Actions for Dynamics 365 Business Rules
Actions allow you to control an entity form in a variety of ways dynamically.
Here are the actions which are currently available on business rules:
Presents a recommendation notification against the specified field, with the specified recommendation text displayed to the end-user. This particular action is primarily designed to assist the end-user while inputting data within the entity form. Below is an example of a recommendation pop up notification.
This action allows you to lock or unlock a field. Locking a field greys it out on the entity form, thus preventing the end-user from updating its value. This might be useful if you want information in a field visible but as read-only for the end-user.
3. Show Error Message
This action displays an error notification against the specified field, with the specified error text displayed to the end-user. The entity form cannot be saved until the error has been rectified. This can be used alongside number 6, the ‘set business required’ action, where a field is required to be filled in so an end-user is unable to submit the form without doing so. With ‘show error message’ they will see a red ‘X’ next to the field which requires attention.
4. Set Field Value
The ‘set field value’ action allows you to update a field to a static value or even set it to match its value with another entity field. The set field value action also enables you to clear a particular field as required.
5. Set Default Value
By using ‘set default value’, you can specify a default value for a field for when no value is added.
6. Set Business Required
This action will mark a field as being mandatory or optional. You’ll be familiar with forms using ‘*Required’, this is the same thing. The entity form cannot be saved until a mandatory field has been specified.
7. Set Visibility
It allows you to show or hide a specified field. This may be where a field doesn’t need to be edited but needs to be there for another purpose.
Scoping business rules on Dynamics 365
Business rules can be scoped so that they only take effect on either a particular entity form or all entity forms for a particular entity. They can also be scoped at the entity level, which means that, in addition to all entity forms, they will also take effect for other non-form-based entity transactions.
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