Microsoft Dynamics 365/CRM allows you to indicate a default value if the field type is an option set.

However, there are many business cases that require a default value to be set to other field types. By using Business Rules in CRM, you can accomplish this.

The business scenario used in this example is as follows:

The minimum credit limit granted to an Account is $20,000. At the time an account is set up, the user creating the record doesn’t always know what the finance department will approve for the credit limit.

Instead of having users type the minimum value of $20,000 in the ‘Credit Limit’ field each time, we are going to set a Default Value for this field via Business Rules.

  • Navigate to the Account Entity and access the ‘Form

Microsoft Dynamics 365/CRM

  • Select Business Rules and click the New Business Rule button.

Give the Business Rule a descriptive name, set the Condition (in this case we want the credit limit field to default to our company’s minimum value of $20,000 when there is no other limit specified).

Microsoft Dynamics 365/CRM

  • Over to the left click on the Condition properties and fill out the form from the drop-down menus and click apply.

Microsoft Dynamics 365/CRM

  • Next, go to Components and select “Set Field Value” and drag that next to the condition you just created.

CRM Quick Tips and Tricks

  • Enter the display name of the action, then select Credit Limit for the Field, Type to Value, and the Value that should be populated. In this case, we would enter 20,000 then click Apply.
  • Once the rule is updated, you can click on Validate to ensure the logic works, then click save and Activate.

Microsoft Dynamics 365/CRM

Now, each time an account record does not contain a value in the ‘Credit Limit’ field, CRM will automatically populate it with $20,000.

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