No programming knowledge? No problem!
Business Rules, which are delivered right out-of-the-box with Dynamics CRM, tackle client side logic in a user friendly way, allowing virtually anyone that is responsible for managing their company’s CRM to get off and running with this fantastic tool in no time.
In a nutshell, this little gem allows you to create and add form design functions to the system and custom entities without a lick of development. Through “If…Then…Else” conditional statements, you too can create rules which monitor the behaviour of fields and subsequently define an action or actions to be taken upon the conditions being met.
Still on the fence on what Business Rules on Dynamics CRM can do for you? Check these out.
Here’s a quick guide to find the Business Rules section:
From your Solution section, select either the Fields option or Business Rules option beneath an entity.
You can also access Business Rules from the Home tab in the ribbon of the Main Form of an entity or from the Field Properties of a field placed on the form.
Upper management will be thrilled by how the implementation of a handful of well-planned and thought through Business Rules can simplify processes, effectively promote data integrity, and, most importantly, have all of your CRM users working synchronously.
To learn more, check out our video, New Features and Functions in CRM 2015,which includes a section dedicated to Business Rules.And of course, you can always get more information on this topic and anything else CRM related, by checking out our CRM Solutions!
Stacey Mancuso, CRM Certified Application Specialist , WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence