Understanding Business Rules in D365
Business rules are crucial in streamlining processes and automating tasks within Dynamics 365. They effortlessly handle things like setting default values for fields, adjusting one field based on another, toggling field visibility, and even locking or unlocking fields as needed. These rules work behind the scenes, making processes smoother and more efficient without requiring constant manual intervention. Various components in Business rules are used to perform various tasks, below is an example of the “Set Field Value” component which is used to automatically set the Gender field value in a form based on the user-selected prefix; if the prefix is "Ms", “Miss” or "Mrs," set the Gender to Female; otherwise, set it to Male. Begin by navigating to the form where you want to implement the Business Rule. Click on the 'Business Rule' icon and click on the 'New Business Rule' button. After initiating the Business Rule, simply click the down arrow to enter ...