Using Business Rule Scope Defaults in Dynamics CRM

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Microsoft Dynamics CRM Quick Tip: 

Something users will want to keep in mind when creating Business Rules within Microsoft Dynamics CRM 2013, is that the scope that gets set by default is determined by where you open the editor from.

For Example: If you open the editor from Business Rules under the entity in the Customizations you will end up with a default scope of “All Forms”.


However if you create the Business Rule from within a specific form, the default scope that is set is specific to the form you originated from.


Really this is what you want to happen.  A Business Rule created within the context of the form should be associated with that form by default. This is good to keep mind just in case you happen to be using Business Rules and are also using multiple forms. It might save you some troubleshooting when one of the Business Rules does not work on a specific form.


This Dynamics CRM Tip has been brought to you by:

Jason Lattimer
Dynamics CRM Development Consultant at Ledgeview Partners
Product Evangelist & Dynamics CRM MVP

Ledgeview Partners
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