Views & Business Rules in Dynamics CRM 2015

Post on 16-Apr-2017

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Transcript of Views & Business Rules in Dynamics CRM 2015

VIEWS & BUSINESS RULESIN

MICROSOFT DYNAMICS CRM 2015

AGENDA Views Business Rules

VIEWS Grid of record with selected columns Kind of saved query

Has 3 Types Public Views System Views

Personal Views

VIEWS HOME SCREEN

CREATING NEW VIEW

SELECTING DESIRED COLUMNS

SETTING COLUMN WIDTH

CREATING A PERSONAL VIEW

BUSINESS RULES Client-side business logic without writing Javascript.

With Business Rules you can :-

Show an error message Set a field value Set a field’s requirement level to Required OR Not Required Set a field’s visibility to Show or Hide Set the Default value of a field Set a field’s Enablement level to be Editable or Locked

You can't

Read related/parent entities

CREATING BUSINESS RULE

THANK YOU!