Dynamics CRM Business Rules

If you’re not using Business Rules in Dynamics CRM…you should be!  Business Rules offer a GUI interface to author both form rules that previously required JavaScript.  As of CRM 2015, they also offer server rules you can execute in place of a plugin.  Dynamics CRM customizers can control form attributes such as making fields required or visible.  Any field updates are immediate–no saving required.

Check out the simple example below, that sets a leads priority based on the lead source.  In previous versions of CRM, JavaScript would have been required –now updates like these are completely configurable.

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