In my recent adventures into CRM 2013 online, I found "Business Rules!"
Yes, you can make a field calculate with Business Rules. Business Rules is a new feature in Microsoft Dynamics CRM 2013. Business Rules will even allow even the less technical person to configure a form to calculate, show/hide, update fields. Prior to CRM 2013, you would need to know how to write Jscript to execute these tasks. With a simple point and click of a Condition (s) and Action(s), you can have a calculated field in minutes. Not to worry, CRM 2013 still supports Jscripts for the more complex tasks.
Business Rules allow you to:
- Set a field value/ or to apply a formula to calculate
- Set a field to Required/Not Required
- Hide/ Show a field Lock/Unlock a field
- Show an error message
Finding the Business Rules in CRM 2013.
In Form Customization, on the ribbon, click on "Business Rules" .Then click on "New Business Rule" to create a new rule.
Setting up the Business Rule (3 steps)
- Set the Condition(s) on when to run the rule
- Set the Action
- Then Save and Activate your rule
I see Business Rules as a valued step towards empowering the Business Power User/Administrator more control and understanding of CRM. Have fun making up your own rules.
by Customer Effective
