How To Write Business Rules In Dynamics CRM/Dataverse

Introduction

In this blog, we will see how to Crate Business Rules in Dataverse/Model Driven Apps/ Mscrm

Implementation Steps

Open Dynamics CRM / Dataverse 

Click Gear Icon at TOP right

How To Write Business Rules In Dynamics CRM / Dataverse

Click Advance Settings

How To Write Business Rules In Dynamics CRM / Dataverse

Select Customization - Customize the system - Expand Entities - In this demo am using Opportunity as an Entity

How To Write Business Rules In Dynamics CRM / Dataverse

Select Business Rules - Select New

How To Write Business Rules In Dynamics CRM / Dataverse

Input Name by expanding the Arrow

How To Write Business Rules In Dynamics CRM / Dataverse

You can choose Scope, if Entity(All the service calls or data import), if All Forms(In Client Side it will trigger for all the forms) Rather will run based on Form based

How To Write Business Rules In Dynamics CRM / Dataverse

Above Actions we can perform in Business Rules.

To Start the Operation, Select Add à And Select the Respective Actions which you want to Perform, once selected click Properties at the Right side and Choose the option based on Field, Operator, Type etc and Click APPLY to proceed further.

How To Write Business Rules In Dynamics CRM / Dataverse How To Write Business Rules In Dynamics CRM / Dataverse

How To Write Business Rules In Dynamics CRM / Dataverse

How To Write Business Rules In Dynamics CRM / Dataverse

Once this condition done - Click Activate

Refresh the form,

How To Write Business Rules In Dynamics CRM / Dataverse