Ledgeview Partners Microsoft Dynamics 365/CRM Tips

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.

We will go over all of them in this post so you can use them to the best of your ability and benefit your CRM environment.

Plus, we offer a bonus tip on Business Rules at the end to keep you, your Users, and Microsoft Dynamics 365/CRM admin(s) happy with Business Rules!

Microsoft Dynamics 365/CRM Tips

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

This Business Rule will run if you make a change programmatically to a record. It acts more like a real-time workflow or plug-in in this way, making it a critical feature.

Now that you know how to use Scopes in Business Rules to your CRM environment’s advantage, we want to share a pro tip with you that will (hopefully) prevent your CRM Users from knocking on your door demanding you “revert” back actions!

Always remember to “revert” back any actions you take if a condition is true.

For example, if you say Opportunity Type = Government Contract, you show a couple fields and make those fields required, but what happens if your User thought it was going to be a Government Contract and now it’s not, so the condition is changed?

Now it is false. So, what do you do now?

You need to ensure that you have a false condition path set in case they revert from a true condition in the future.

If you don’t, the fields will still show and be required, since the true condition was triggered first. This is very important!

Learn more about various processes in Microsoft Dynamics 365/CRM. Join LedgMicrosoft Dynamics 365 CRM User Group Webinareview for our monthly user-groups.

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