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Views & Business Rules in Dynamics CRM 2015

Date post: 16-Apr-2017
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VIEWS & BUSINESS RULES IN MICROSOFT DYNAMICS CRM 2015
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Page 1: Views & Business Rules in Dynamics CRM 2015

VIEWS & BUSINESS RULESIN

MICROSOFT DYNAMICS CRM 2015

Page 2: Views & Business Rules in Dynamics CRM 2015

AGENDA Views Business Rules

Page 3: Views & Business Rules in Dynamics CRM 2015

VIEWS Grid of record with selected columns Kind of saved query

Has 3 Types Public Views System Views

Personal Views

Page 4: Views & Business Rules in Dynamics CRM 2015

VIEWS HOME SCREEN

Page 5: Views & Business Rules in Dynamics CRM 2015

CREATING NEW VIEW

Page 6: Views & Business Rules in Dynamics CRM 2015

SELECTING DESIRED COLUMNS

Page 7: Views & Business Rules in Dynamics CRM 2015

SETTING COLUMN WIDTH

Page 8: Views & Business Rules in Dynamics CRM 2015

CREATING A PERSONAL VIEW

Page 9: Views & Business Rules in Dynamics CRM 2015

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

Page 10: Views & Business Rules in Dynamics CRM 2015

CREATING BUSINESS RULE

Page 11: Views & Business Rules in Dynamics CRM 2015

THANK YOU!


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