What is the scope of the Business Rules in Microsoft Dynamics 365?

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There are three levels of scope when setting up Business Rules in your Microsoft Dynamics 365/CRM system. The scope controls when the Business Rules will be triggered.

1. Specific Form:

There will be one of these for each Main Form you have. This Business Rule will only run on the form selected and it is the lowest level of scope and provides flexibility to provide different experiences on different forms.

2. All Forms:

This Business Rule will apply on any form. You must be on the form, however, for the Business Rule to run.

3. Entity:

This Business Rule will run on the server side, and you do not have to be on a Form for the Business Rule to run.

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2 thoughts on “What is the scope of the Business Rules in Microsoft Dynamics 365?”

  1. Microsoft Dynamics 365's business rules feature is a game-changer for streamlining processes and enhancing productivity. I appreciate how the article dives into the benefits of using business rules and provides clear examples. The flexibility and customization options offered by Dynamics 365 are impressive, allowing businesses to tailor their workflows to specific needs. Overall, this post offers valuable insights into leveraging business rules effectively, making it a must-read for Dynamics 365 users.

  2. Great article! Microsoft Dynamics 365's business rules feature is a game-changer for streamlining processes and enhancing productivity. I appreciate how the article dives into the benefits of using business rules and provides clear examples. The flexibility and customization options offered by Dynamics 365 are impressive, allowing businesses to tailor their workflows to specific needs. Overall, this post offers valuable insights into leveraging business rules effectively, making it a must-read for Dynamics 365 users.

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