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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Using business rules

Business rules were introduced with Dynamics CRM 2013 to assist Power users in creating validation rules without any coding skills. As such, this is a very powerful feature that's been added to the system customizer's toolbox.

Lots of customizations include various validation rules. From field-level validation to showing or hiding form fields based on values selected in other fields, business rules allow Power users to implement a variety of rules in a pseudocode format. No code is required as the whole creation of business rules is wizard-based.

While this is a step in the right direction, business rules will not replace JScript completely. For complex validations and the implementation of complicated rules, you will find that certain limitations will still require a JScript developer to be involved.

The main difference between workflows and business rules is the location where the process runs. Business rules are primarily meant as client-side logic, and...

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