Tuesday, August 11, 2015

Dynamics CRM 2015 Enhanced Business Rules

Introduced in Dynamics CRM 2013, Business Rules enable logic execution to be applied to databases using in built tools which avoids the need, and expense, of writing custom scripting.

Improvements in the Dynamics CRM 2015 Update is a refresh to Business Rules which fixes this these restrictions and adds wider functions.


  1. Business Rules can now be executed on the server (previously client side only)
  2. Business Rule Scope should be set to Entity when building the rule
  3. Ensures your rule will fire when no matter how records are updated and not only via the form
  4. Synchronous and would be visible real time
  5. Set default values on record creation (e.g., all your Leads are generated in the United States so you can default the country on the Lead record when records are created)
  6. Added If.. Else If.. Else support
  7. Ability to combine expressions using And/Or

There are a set of limitations that everyone should be aware of:


  1. Cannot support nested if.. else
  2. No grouping of expressions in a condition
  3. Expressions can be combined either using And, or using Or, but not both
  4. Still single entity only (no ability to reach out to related records)

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