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How to set a field business required or mandatory using business rule ?

Making a field business required or mandatory is one of the most important aspect in the whole business process. Earlier in Microsoft CRM there were two ways to make a field mandatory or business required, one was to mark the field as business required in the form and other was to dynamically make the field business required with help of custom JavaScript code. Now with Dynamics 365 we can make the field business required dynamically without any coding using the business rules.

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 get opened. Here select the dedicated condition for which you have to set or value in a particular field. In our case, we will set the field “Fax” to be mandatory if the field Account Number contains data. Therefore we will add a condition statement which will check the Account Number’s value.

Now as we have our condition ready, navigate to the components section and select “Set Business Required”. Drag and place this component to the IF statement of the condition. In this component select the field which you have to make mandatory. In our case we will select field “Fax” to be mandatory.

Now validate, save and activate the business rule. Navigate to Account entity, enter any valid value in field Account Number. Now you will see that the field “Fax” will be automatically set to mandatory or business required.

For more information click on the link.

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