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CRM 2013 Business Rules: Allowing Users to Change Their Mind

Post Author: HCLTech |

As we've talked about in recent blogs, business rules (aka portable business logic) are a great addition to Microsoft Dynamics CRM 2013. Today, we'd like bring your attention to something that will make this tool even more powerful—giving the user the ability to change their mind!

In the following example, you'll see we've set up a rule that makes three required fields visible when data is entered in another field:

CRM 2013 Business Rules

Here’s what this looks like depending on the user’s behavior. When you leave the field empty, you would see the following:

When you add data to the Follow Up Type field, you would see this instead:

But what if you decide that you don't want to follow up? What happens if you revert the Follow Up Type to contain no data? Without the flip side business rule, you're still stuck with the newly required fields.

Good news—it's easy to create the business rule that will allow you to revert. All you have to do is open the original business rule shown above, click on Save As, and change the values as shown below:

Now Save and Activate the rule, then publish your changes. You will now be able to be able to revert to the previous state!

We hope you continue to learn more and enjoy using CRM 2013 business rules. Questions? Need support? Contact PowerObjects!

Happy CRM'ing!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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