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Mastering Microsoft Dynamics 365 Customer Engagement

You're reading from   Mastering Microsoft Dynamics 365 Customer Engagement An advanced guide to developing and customizing CRM solutions to improve your business applications

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Product type Paperback
Published in Feb 2019
Publisher Packt
ISBN-13 9781788990226
Length 572 pages
Edition 2nd Edition
Languages
Concepts
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Toc

Table of Contents (21) Chapters Close

Preface 1. Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface FREE CHAPTER
2. Working with Sales 3. Working with Service 4. Working with Marketing 5. Understanding the New Unified User Interface 6. Section 2: Understanding Customization and App Design
7. Designing Unified Interface Apps 8. Customization Enhancements in Dynamics 365 9. Business Process Flows and Rules in Dynamics 365 10. Section 3: Development Enhancements and Code Improvements in Dynamics 365
11. Client-Side Scripting 12. Plugin Development with Dynamics 365 13. Working with the XRM Framework 14. Mobile Enhancements in Dynamics 365 15. Virtual Entities in Dynamics 365 16. Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365
17. Working with Dynamics 365 Portals 18. Configuration Enhancements in Dynamics 365 19. Analytics with Dynamics 365 (Word and Excel Templates) 20. Other Books You May Enjoy

Key components

The following are some of the key components of a business rule:

  • Scope: The scope of a business rule defines its execution context. It can acquire the following values:
    • Entity: Business rules will be executed in all entity operations, including server-side events happening on the entity.
    • All forms: Business rules will be executed on all entity forms. However, the rules will not apply to server-side execution.
    • Specific forms: Business rules will only be executed on the specific forms chosen while setting up a business rule.
  • Condition: The condition refers to the criteria or the requisite state evaluated before a business rule action is executed. The condition basically refers to the state of the entity and its attributes. For example, you may write a business rule that refers to a condition that checks the values of a created field.

  • Action: Action refers to...

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