Dynamics CRM 365 Business Rules

Here are the steps involved in creating Business Rules in Dynamics CRM 365.

1. I’ve created a custom form called New Form which includes fields such as Form Status and Phone.

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Now let’s say we want to make Phone field mandatory when Form Status value is “In Progress”.

To do this, go to Settings, and then Customization, and then click on Solutions.

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2. Click on the solution you want to add the Business Rules. In this case, I’ve created my own custom solution called, “TazSolutions”.

3. And then expand the Entities menu, and then select your entity. And then select and click on your Form. In this case, I’ve created a my own custom entity called, “TazCompany.”, and I’ve created a new Form called, “New Form”.

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4. When opening the Form in design mode, then click on Business Rules on the menu, and then New Business Rules.

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4. Click on Condition action.

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5. Set condition to Form Status is equal to In Progress, and then click Apply

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6. Add Set Business Required action.

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7. Set Phone to Business Required, and then click Apply.

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8. Then add another Set Business Required.

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8. Set Phone to Not Business Required, and then click Apply.

9. Now you can Save the Business Rule.

10. and then click on Activate.

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11. Now go back to the form you set the Business Rules, and then create a New Form.

And you will notice that Phone is not required when Form Status is not in progress, but when form Status is In Progress, the Phone is then required.

Form Status not In Progress

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Form Status In Progress

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Dynamics CRM 365 – Promote to Admin

When initially diving into Dynamic CRM 365, you notice that you don’t see some features, such as Solutions and Customize the System (Default Solution), or System Settings. Well that’s because your user need’s to be promoted to Admin.

When going into Dynamics 365 Administration Center, you notice when going to the Instances tab, and message below shows that you do not have administration privileges.

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That’s fine, to resolve this issue, in the Dynamics 365 Instance, go to Settings, then Security, and Users. Then select User and click Promote to Admin.

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Click on OK to proceed to Promote to Admin.

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Now you will notice that you have full control in the Dynamics 365 Instance and in the Dynamics 365 Administration Center.

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Dynamics CRM 365: How to add Contacts

In Dynamic CRM 365, the 2 main entities referred to most other entities is the Contacts and the Accounts. Contacts can be most likely treated as clients in some circumstances, so with any data modelling in Dynamics CRM, contacts generally comes into the picture.

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Here are the steps involved in Creating Contacts in Dynamic 365.

1. From the home page of Dynamics 365, click on Sales > Contacts

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2. Click on the New button

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3. The Contact form is opened, and the selected details can be completed, such as:

Contact Information, Personal Details, Marketing Details,  Billing Details, Personal Notes, Contact Preferences, Shipping details

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4. First details that needs to be inserted is the Contact Information.

By Default, the fields Dynamic CRM comes with are fields such as:

Full Name, Job Title, Account Name, Email, Business Phone, Mobile Phone, and Preferred Method of Contact, Address, Facebook, Twitter, Kiout Score.

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5. Once completed all the details, click on the Save button, and then contact is created.

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6. Once clicked on Save button, go back to to Contact list (shown in step 1), when we search the contact list in the search box, the contact person is now listed in the contact list

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