Book Image

Dynamics 365 Application Development

By : Deepesh Somani, Nishant Rana
Book Image

Dynamics 365 Application Development

By: Deepesh Somani, Nishant Rana

Overview of this book

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book will introduce you to the components of the new designer tools, such as SiteMap, App Module, and Visual Designer for Business Processes. Going deeper, this book teaches you how to develop custom SaaS applications leveraging the features of PowerApps available in Dynamics 365. Further, you will learn how to automate business processes using Microsoft Flow, and then we explore Web API, the most important platform update in Dynamics 365 CRM. Here, you'll also learn how to implement Web API in custom applications. You will learn how to write an Azure-aware plugin to design and integrate cloud-aware solutions. The book concludes with configuring services using newly released features such as Editable grids, Data Export Service, LinkedIn Integration, Relationship Insights, and Live Assist
Table of Contents (20 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Contributors
Preface
Index

Chapter 4. Define Business Rules Using Business Rule Designer

In the previous chapter, we saw how the new Visual Process Designer can be used to create business process flows using the drag-and-drop capabilities. In this chapter, we will see how the same visual drag-and-drop process designer can be used to create business rules. Business rules were first introduced in Dynamics CRM 2013. Basically, business rules let's define rules such as setting fields to required/not required, show/hide fields, lock/unlock fields, and so on—that is, conditions and actions on our CRM Form/Entity easily through an intuitive interface, for which we had to write either JavaScript or develop plugins earlier. Business rules were enhanced further in a subsequent version of Dynamics CRM. With Dynamics 365, the Business Rules Designer interface has been completely revamped, with capabilities of dragging and dropping components, along with additional features such as Minimap, Snapshot, and so on.

In this chapter...