Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Business rules


Business rules is a new feature added to Dynamics CRM 2013. It allows power users and nondevelopers to create automated processes without the use of custom code.

With the use of business rules, we can now apply form's logic to replace some of the JavaScript code that we previously used for customization. For situations where you want to validate fields as well as show or hide fields based on the values of another fields or for simple form manipulations, we can now implement business rules.

The main reason why business rules were introduced is to simplify the ability of system customizers to make changes to an organization without the need for a developer. While workflows allowed a nondeveloper to customize the system in a wizard-driven mode, they are used only on the server side. Nothing was available on the client side before this feature was introduced, and client-side behavior is very important when customizing forms for users.

The following actions are supported by business...