Views & Business Rules in Dynamics CRM 2015
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Views allow users to customize the display of records by selecting specific columns to include in a grid. There are three types of views: public, system, and personal. Business rules enable client-side logic without JavaScript by setting field values, validation, visibility and other properties. Rules can show errors, set defaults, and mark fields required or editable but cannot read related entities. Both views and rules are configured through the Dynamics CRM user interface.
Views & Business Rules in Dynamics CRM 2015
- 1. VIEWS & BUSINESS RULES IN MICROSOFT DYNAMICS CRM 2015
- 2. AGENDA Views Business Rules
- 3. VIEWS Grid of record with selected columns Kind of saved query Has 3 Types Public Views System Views Personal Views
- 8. CREATING A PERSONAL VIEW
- 9. BUSINESS RULES Client-side business logic without writing Javascript. With Business Rules you can :- Show an error message Set a field value Set a fields requirement level to Required OR Not Required Set a fields visibility to Show or Hide Set the Default value of a field Set a fields Enablement level to be Editable or Locked You can't Read related/parent entities
- 11. THANK YOU!