Book Image

Mastering Microsoft Dynamics CRM 2016

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics CRM 2016

By: Deepesh Somani

Overview of this book

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.
Table of Contents (20 chapters)
Title Page
Credits
About the Author
Acknowledgment
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Creating a business rule


Here's how you can create a business rule:

  1. First, navigate to the solution and the entity for which the business rule is to be created:

Solution

  1. In the entity components, click on Business Rules to create/modify a business rule:

New Business Rule

  1. Click on the New button to create the business rule:

New Business Rule

  1. To set the scope of the business rule, click on the scope drop-down menu. It will display the following options:

Business Rule Scope

As illustrated in the preceding screenshot, here are some options to set the execution context:

    • If we need to set the execution context of a business rule as the entire entity, we can set it as Entity
    • If we need to set the execution context to all the forms, we can select the All Forms option
    • If we need to set the execution context to a form only, we can just select that particular form
    • To set the condition governing the business rule, click on the condition box:

Adding Condition In Business Rule

 

On the right-hand side, we will get the...