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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 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 a default value in a field “Fax” when field Account Number is empty.

In the component template select the “Set Default Value” and drag this component to the IF statement of our condition.

After dragging our component, in its properties segment Field select the field for which you have to set the default value.

Now in segment Value enter the default value which you have to insert as a default value in that field. In our case we will use Fax as our default field.

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 value in field “Fax” will be the default value which we set in our above steps.

For more information click on the link.

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