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Views & Business Rules in Dynamics CRM 2015

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Views & Business Rules in Dynamics CRM 2015

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Views & Business Rules in Dynamics CRM 2015

  1. 1. VIEWS & BUSINESS RULES IN MICROSOFT DYNAMICS CRM 2015
  2. 2. AGENDA  Views  Business Rules
  3. 3. VIEWS  Grid of record with selected columns  Kind of saved query Has 3 Types  Public Views  System Views  Personal Views
  4. 4. VIEWS HOME SCREEN
  5. 5. CREATING NEW VIEW
  6. 6. SELECTING DESIRED COLUMNS
  7. 7. SETTING COLUMN WIDTH
  8. 8. CREATING A PERSONAL VIEW
  9. 9. BUSINESS RULES  Client-side business logic without writing Javascript. With Business Rules you can :-  Show an error message  Set a field value  Set a field’s requirement level to Required OR Not Required  Set a field’s visibility to Show or Hide  Set the Default value of a field  Set a field’s Enablement level to be Editable or Locked You can't  Read related/parent entities
  10. 10. CREATING BUSINESS RULE
  11. 11. THANK YOU!

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