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 were introduced with Dynamics CRM 2013 to assist power users without any coding skills in creating validation rules. As such, they are a very powerful feature added to the system customizer's toolbox.

A lot of customizations include various validation rules. From field-level validation to showing or hiding form fields based on values selected in other fields, business rules allow power users to implement a variety of rules in a pseudocode format. No code is required, as the whole creation of business rules is wizard-based.

While this is a step in the right direction, business rules will not replace JavaScript completely. For complex validations and implementation of complicated rules, you will find that certain limitations require a JavaScript developer to be involved.

The main difference between workflows and business rules is the location where the process runs. Business rules are primarily meant as client-side logic, and the result is expected to directly and...