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Business Rule

What is Business Rule ? How to use it ?

A Business Rule is a no – code or code-free way to apply rules to a form in Dynamics. You can use a Business Rule to set field values, clear field values, set field requirement levels, show or hide fields, enable or disable fields, validate data and show error messages, or create business recommendations based

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How to display recommendation with business rules ?

Recommendations are newly added feature in the solution of existing business rule. Select the entity for which you have to implement the business rule. In our case we are using Account entity. Within the selected entity navigate to the section “Business Rule” and open it and click on New. Now the business rule template should

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How to lock and unlock fields with business rules ?

Business rules can be used to dynamically lock and unlock fields based on the necessary conditions. Select the entity for which you have to implement the business rule. In our case we are using Account entity. Within the selected entity navigate to the section “Business Rule” and open it and click on New. Now the

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How to show error message using business rules ?

Business rules can be used to dynamically show error message for certain conditions in Dynamics 365. Select the entity for which you have to implement the business rule. In our case we are using Account entity. Within the selected entity navigate to the section “Business Rule” and open it and click on New. Now the

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How to set and clear value from a field using business rule ?

Business rules can be used to dynamically set value in the field based on any condition. Similarly it can also clear out value from the field depending upon the condition. Select the entity for which you have to implement the business rule. In our case we are using Account entity. Within the selected entity navigate

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How to set default value in a field using business rule ?

We can set default value or static value in any field present on Dynamics 365 form depending upon necessary conditions. Select the entity for which you have to implement the business rule. In our case we are using Account entity. Within the selected entity navigate to the section “Business Rule” and open it and click

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