Business Rules

Business rules are used to create logic used within forms. In the past, this had to be coded by a developer using what is called JavaScript or by developing a plug-ins. With each new release, Microsoft have been adding enhancements to this functionality and it is now realistic to be able to control page form content without having to resort to code at all. Microsoft CRM provides a simple, easy to configure interface to maintain your business rules. This can be applied to to Main and Quick Create forms and works in tablets and with Outlook in online and offline modes.

You can do the following with Business Rules:

  • Set and clear field values
  • Show or hide fields
  • Enable or disable fields
  • Set field requirement levels
  • Validate data and show error messages