Hi All,
Please find
the below step by step for creating Business Rules
Open Dynamics CRM / Dataverse
Click Gear Icon at
TOP right
Click Advance Settings
Select
Customization à
Customize the system à Expand Entities à In this demo am using Opportunity
as an Entity
Select
Business Rules à
Select New
Input Name
by expanding the Arrow
You can
choose Scope , if Entity(All the servicecalls or data import), if All Forms(In
Client Side it will trigger for all the forms) Rather will run based on Form
based
Above
Actions we can perform in Business Rules.
To Start
the Operation, Select Add à And Select the Respective Actions which you
want to Perform, once selected click Properties at the Right side and Choose
the option based on Field, Operator, Type etc and Click APPLY to proceed
further.
Once this condition
doneà
Click Activate
Refresh the
form
Youtube Link for your reference
No comments:
Post a Comment