In this two-part blog series, we’ll explore the technology that is revolutionising customer service delivery in government. In our first installment, we examine the technology transformation from the perspective of back-office processes.
PowerObjects has numerous blogs and resources already published on various tips and tricks on this new release of Dynamics CRM. Today's blog will focus on business rules, a new feature to Microsoft Dynamics CRM 2013 that provides a great way to achieve the most common and simple validations without coding skills.
Here are a few of the most common validations and business rules that can be implemented in CRM 2013:
Let's take an example and create a rule on the contact form to make a "Spouse/Partner Name" field required when the field "Marital Status" = Married.
Note a few facets to remember when working with business rules:
If this blog was helpful, don't forget to check out our other blogs and resources for Microsoft Dynamics CRM 2013.