CRM 2013 – Business Rules

One of the new pretty interesting Features of Microsoft Dynamics 2013 are Business Rules. The purpose of them is to allow non Developers to customize basic rules like

• Show and hide fields
• Set and reset “Business Required” for fields
• Show Error-Message
• Set specific Field Value
• Lock or unlock fields

on specific triggers/conditions. Also Basic-Formulas (+, –, *, /) are possible.

The UI looks nice and clean (a bit like IFTTT).

Example

Set “Approved by Manager” Field as Business Required when Budget Amount of Opportunity is more than 50000,00€.

Before:

Business Rule:

After:

Hint:

The Value for “Business Required” is not resetting automatically when Budget Amount is decreased to < 50000. An additional rule is required.

This feature will reduce the lines of JavaScript code in the future enormously.

cheers