How to Write Business Rules in Dataverse or CRM

 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

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