Dynamics 365

Tomorrow’s Webinar: Business Rules

Posted by Heidi Neuhauser

Tomorrow, I’ll be on a great panel discussion with the Dynamics 365 User Group discussing business rules. If you’re a User Group member, this is free to attend, you just need to register in advance by clicking the link below.

Register for this webinar here! The webinar begins at 11am EST on Wednesday, October 28th.

During this 30-minute webinar, panelists will share tips, tricks and best practices when working with Business Rules.

What are Business Rules?

Business Rules provide a simple drag-and-drop interface to implement and maintain fast-changing, commonly used rules. A business rule runs in real-time, so you will see the action as soon as a condition has been met (unlike a workflow that will run on form save).

You can apply a business rule on any Main Form or Quick Create Form. They will work online, on Microsoft Dynamics 365 for Tablets and in Dynamics 365 for Outlook (supported in both online and offline modes).

Business Rule actions
The actions available when configuring a Business Rule in Dynamics 365.

Based on meeting a condition, you can show recommendations or error messages, lock/unlock a field, minimize required fields until a condition is met, set a default value and hide fields.

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