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Dynamics 365 | Understand scopes in business rules

There are 3 levels of scope when configuring the business rules in your Microsoft Dynamics 365. The scope controls when the Business Rules will be triggered.

When creating a business rule, selecting the scope is the most crucial and important task. The Business Rule Scope gives the administrator/citizen developer the ability to determine when the business rule will be applied.

As mentioned in our previous chapter, there are options for business rule scopes which are given below.

  1. A specific form – There will be one of these for each Main Form you have. This Business Rule will only run on the form selected. This is the lowest level of scope and provides flexibility to provide different experiences on different forms.
  2. All forms – This Business Rule will apply on any form. You must be on the form, however, for the Business Rule to run.
  3. Entity – This Business Rule runs server side, and you do not have to be on a Form for the Business Rule to run. This Business Rule will run if you make a change programmatically to a record. It acts more like a real-time workflow or plug-in in this way, making it a critical feature.

For more information click on the link.

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