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With the first release of Dynamics CRM 2013 we now have the ability to implement client-side business logic without having to write javascript functions. This feature is named Business Rules. The purpose of this blog is to help you understand the pros and cons of business rules. The advent of Dynamics CRM has extended the capabilities within the business rules editor thus making them a bit more useful to handle even more business rules. However, business rules do have limitations and will not be able to eliminate the need for custom javascript. The content and examples provided below are from a Dynamics CRM 2015 org (PRIOR to the Spring 2015 release).
Benefits of Business Rules
Business Rules in Dynamics CRM 2015 allow non-developers the ability to generate javascript-like client-side logic using a designer that is somewhat like the Workflow Designer. It follows a similar design paradigm as the Workflow’s “Check Condition”. You can check field values against a static value or against another field’s value. This is actually smarter than Workflow’s check condition which does NOT allow you to compare to another field’s value. You can string multiple conditions together separated by AND in one clause. However, if you needed to set a series of OR conditions, you would have to treat each one as a separate IF…THEN clause.
For the THEN part of the IF..THEN formula you can perform any of these Actions with a Business Rule:
Limitations of Business Rules
Additional Things to Note about Business Rules and Javascripts
As Microsoft continues to enhance Dynamics CRM and future CRM releases are deployed we hope they will make more and more improvements in the Business Rules designer so that less and less custom javascript will need to be written to handle the enforcement of business logic on CRM forms. And as always, we hope this blog has given you some food for thought and helpful hints in implementing client-side business logic with Business Rules.
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