Rules

How to set up Business Rules in Microsoft Dynamics 365

Back to Blog Listing


Following on from the previous blog “Working with Business Process Flows in Microsoft Dynamics 365” this blog demonstrates how to set up business rules in Dynamics 365. Setting up business rules in Dynamics 365 is performed through a new easy to use interface and is quick to complete.

The following video demonstrates how to set up business rules in Microsoft Dynamics 365.



As demonstrated in the video, business rules are triggered when specified conditions are met e.g. field has a specific value, or when a business process flow stage applies. Business rules can be used to make fields mandatory/option, to hide/show fields etc. 

Contact Us today for more information on how Dynamics 365 could revolutionise your organisation, alternatively you can take out a 30 day free trial.

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

comments powered by Disqus

Our White Papers

Discover the content that matters to you on business transformation. Explore how you can drive customer engagement, empower your team, optimise your businesses and revolutionise your products with the next digital revolution. For more information visit our white paper library.

Library

C2 Newsletter

Our newsletter is sent on a quarterly basis, offering detailed insights into all aspects of business transformation with Microsoft cloud technologies. We also promote upcoming events and special offers throughout the year. Sign up to get involved today.

Dynamics 365 Office 365 Power BI Silver Partner