By now, you are probably familiar with Business Rules in CRM 2013. If not, check out
There are tons of conditions that I can evaluate using a Business Rule before performing certain actions. I can evaluate a field’s value (or multiple fields’ values) and I can evaluate calculated conditions like whether or Field A is greater than the sum of Field B and Field C. I could even multiply a field’s value by a static number as a part of a condition, like shown. Pretty nice feature.
There are also several actions that I can perform when certain conditions are met on the Form. I can show an error message, set a value, mark a field as required, hide or show a field, and lock or unlock a field.
What about a Name field that you want to set a concatenated value like “ABC Company | Tier 1 | Customer” using 3 different fields strung together? At a glance, you can use a Business Rule to set a field’s value, but you cannot perform the concatenation. For this scenario, you may
Business Rules are still great for a lot of scenarios. Consider these examples of very common requests which can (and probably should) be handled with Business Rules:
When Field A = Yes, Show Field B.
When Field A contains data, make Field B and Field C required.
When Field A is greater than X, lock down Field B.
by Customer Effective