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

Evolution of business rules


As mentioned earlier, business rules were first introduced in CRM 2013. It provided a simple declarative interface through which the system customizer, developer, or a power user can easily create validations and business rules without writing a single line of code. The business rule interface consisted of a set of conditions, actions to be taken when those conditions were met, along with a description as a convention to understand what the business rule does.

With CRM 2015, many of the limitations of CRM 2013 were addressed. Business rules in CRM 2013 were restricted to run only on the client side. For the server side, writing a plugin or any other custom code was still required. This was addressed in CRM 2015 by adding a new option named Entity in Scope. The business rule with a scope as Entity will run both on the client side and server side.

Note

For the Entity scope, if a rule is triggered from forms either during the creation or updating of a record, the rule...