Evolution of business rules

As mentioned earlier, business rules were first introduced in CRM 2013. It provided a simple declarative interface through which the system customizer, developer, or a power user can easily create validations and business rules without writing a single line of code. The business rule interface consisted of a set of conditions, actions to be taken when those conditions were met, along with a description as a convention to understand what the business rule does.

With CRM 2015, many of the limitations of CRM 2013 were addressed. Business rules in CRM 2013 were restricted to run only on the client side. For the server side, writing a plugin or any other custom code was still required. This was addressed in CRM 2015 by adding a new option named Entity in Scope. The business rule with a scope as Entity will run both on the client side and server side.

Note

For the Entity scope, if a rule is triggered from forms either during the creation or updating of a record, the rule...