Business Rules in Dynamics 365, CRM 2013, CRM 2015 and CRM 2016 provide an interface for you to simply configure the ability to set or hide field visibility. Let's walk through a brief example scenario so you can see just how easy it is for a System Administrator to use the drag and drop Business Rule canvas.
First, let's review the components of a business rule:
During a recent focus group with our CRM Super User Team, it was discovered that any time the Inside Sales Team is working on Qualifying a Residential Lead, they ignore several Company--specific fields on the Lead form that are not relevant. As a spectacular System Administrator, you know you can eliminate this pain point and increase user adoption for this user group by creating a simple Business Rule. Let's walk through the entire process:
Now that you have configured and activated your business rule, it's time to test! Go to a Lead, change Lead Type to Residential and verify that Company Name, Company Phone, Industry and SIC Code are not visible. Change Lead Type back to Commercial and verify that those fields are visible. Then, turn it over to your CRM Super User group to test and verify. Once everything is confirmed, it's time to schedule your deployment to production. Congratulations, you have configured a simple drag-and-drop Business Rule to set and hide visibility based on the Lead Type selected.
Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Solutions.
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