Business Rules are an extremely valuable, out-of-the-box, low-code/no-code tool for Dynamics 365 System Administrators. There are many actions available to configure using Business Rules:
- Show Error Message
- Set Field Value
- Set Default Value
- Set Business Required
- Set Visibility
In today’s video, I show you how to set up a Recommendation on a form in Dynamics 365 using Business Rules.
Here’s an Example
Here is a sample Recommendation on the Opportunity form in Dynamics 365:
How To: Step-by-Step
Check out this article with complete step-by-step instructions here.
If you want more training, check out this Learning Path about Business Rules!