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Lesson Posted on 28 Aug Learn IT Courses/Microsoft Dynamics Course
Business Rules in Dynamics 365
Jayesh Chopade
- Microsoft Certified Professional/Expert in Microsoft Dynamics CRM 2011/2013/2015/2016/D365. - Working...
Business Rules and Their Components in Dynamics 365
Introduction to Business Rules in Dynamics 365
Hello, Dynamics 365 Enthusiasts! ๐ Today, we’re diving into an exciting topic: Business Rules. Business Rules in Dynamics 365 are like the brain behind your forms. They help automate decisions and enforce logic without the need for complex coding. This feature makes Dynamics 365 user-friendly and adaptable, ensuring that your data is not only captured accurately but also remains consistent across your organization.
Whether you’re a developer, an administrator, or a user, understanding how to create and use business rules effectively will make your work easier and more efficient. Let’s get started!
What Are Business Rules in Dynamics 365?
Business Rules are a powerful way to apply logic to your forms and data in Dynamics 365 without writing JavaScript or plug-ins. They allow you to create conditions and actions that will run on the client-side when users interact with forms. This makes them a go-to solution for real-time validations and data manipulations that enhance user experience.
Example Scenario: Suppose you want to ensure that if the "Budget" field on a form exceeds a certain amount, a "Manager Approval" field becomes mandatory. Business Rules can easily handle this scenario, providing immediate feedback to users.
Purpose of Business Rules
Components of Business Rules
Business Rules consist of several key components that work together to enforce logic on forms. Understanding each component will help you create effective business rules:
Hands-On Examples
Exercise 1: Create a Simple Business Rule for Field Validation
Objective: Ensure that the “Estimated Close Date” is not earlier than the “Start Date” on a Project entity form.
Exercise 2: Automate Field Requirement Based on Budget
Objective: Make the “Manager Approval” field required if the “Budget” exceeds $50,000.
Exercise 3: Create a Business Rule to Auto-Update a Field
Objective: Automatically set the “Project Status” to “In Progress” when a “Start Date” is provided.
Why Use Business Rules?
Keep experimenting with Business Rules! ๐ They’re a powerful tool to streamline and automate your business processes in Dynamics 365.
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Lesson Posted on 09/11/2020 Learn IT Courses/Computer Course/Training in Software application usage
Dialog Runbase Example in AX 2012
Shiva Kumar
A certified Microsoft Dynamics AX Lead developer/Senior/Technical Consultant 10+ years experience in...
class Runbase_Example extends RunBase
{
TransDate fromDate,toDate;
CustAccount custAccount;
DialogField dlgFromDate,dlgToDate,custDldField;
#define.CurrentVersion(1)
#localmacro.CurrentList
fromDate,toDate
#endmacro
}
protected Object dialog()
{
DialogRunbase dialog;
dialog = super();
dialog = super();
custDldField = dialog.addFieldValue(extendedTypeStr(CustAccount),custAccount);
dlgFromDate = dialog.addFieldValue(extendedTypeStr(TransDate),fromDate);
dlgToDate = dialog.addFieldValue(extendedTypeStr(TransDate),toDate);
return dialog;
}
public boolean getFromDialog()
{
boolean ret;
ret = super();
custAccount = custDldField.value();
fromDate = dlgFromDate.value();
toDate = dlgToDate.value();
return ret;
}
public container pack()
{
return [#CurrentVersion,#CurrentList];
}
public boolean unpack(container packedClass)
{
Version version = RunBase::getVersion(packedClass);
switch (version)
{
case #CurrentVersion:
[version,#CurrentList] = packedClass;
break;
default:
return false;
}
return true;
}
public static void main(Args args)
{
Runbase_Example runb = new Runbase_Example();
if(runb.prompt())
{
runb.run();
}
}
Lesson Posted on 13/06/2018 Learn IT Courses/Microsoft Training/Microsoft Azure Training
OAuth Authentication (without using ADAL) to Dynamics 365 using Azure Apps
Jayakar Reddy
รข?ยข Implementation of MSCRM 2011, 2013, 2015,2016 and Dynamics 365 รข?ยข Customizing MSCRM 2011, CRM 2013,...
Here I am going to show without using ADAL(active directory authentication library) how to get the authentication token and how to connect to CRM from a standalone HTML Page using the web-API.
I will not explain in detail about how to register an APP in azure and give it access to Dynamics CRM.
Use below code to get the OAuth token once you’re done with Azure app registration
var microsoftTokenUrl = "https://login.microsoftonline.com/4060bfe9-7199-xxxxxxx-xxxxxxx/oauth2/token"; //Add your endpoint URL
var clientId = "xxxxxxxx-9715-xxxx-xxxx-3a1fac0cc5fe"; // Add your app ID
var clientSecret = "xxxxxxMJTQmtu4V73cRyduZ6vS40AlkAtSxxxxxxx";//Add your Secret Key
var resource = "https://xxxxxxx.crm5.dynamics.com";//Add your CRM Url
var grantType = "client_credentials";
function GetAuthroisationToken() {
var token=null;
$.ajax({
url: microsoftTokenUrl,
type: "POST",
contentType: "application/x-www-form-urlencoded",
crossDomain: true,
dataType: "json",
async: false,
data: {
'resource': resource,
'client_id': clientId,
'client_secret': clientSecret,
'grant_type': grantType
},
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("Accept", "application/json");
},
success: function (data, textStatus, xhr) {
token= data.access_token;
},
error: function (xhr, textStatus, errorThrown) {
alert(textStatus);
}});
return token;
}
Here is the sample code to create the lead in CRM (Design your HTML as your wish)
var entity = {};
entity.subject = $("#subject").val();
entity.firstname = $("#fname").val();
entity.lastname = $("#lname").val();
var salutation = $("#title option:selected").val();
entity.address1_postalcode = $("#postalcode").val();
entity.address1_city = $("#city").val();
entity.address1_stateorprovince = $("#state").val();
entity.address1_country = $("#country").val();
entity.address1_line1 = $("#address").val();
entity.emailaddress1 = $("#email").val();
entity.telephone1 = $("#phone").val();
entity.companyname = $("#company").val();
entity.jobtitle = $("#function").val();
entity.leadsourcecode = 8;
var token = GetAuthroisationToken();
if(token!=null)
webApi_Create("leads", entity, false,token);
function webApi_Create(entityName,entityObject,isAsync,token)
{
var newEntityId = null;
$.ajax({
type: "POST",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: resource + "/api/data/v8.2/" + entityName,
data: JSON.stringify(entityObject),
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");
XMLHttpRequest.setRequestHeader("OData-Version", "4.0");
XMLHttpRequest.setRequestHeader("Accept", "application/json");
XMLHttpRequest.setRequestHeader("Authorization", "Bearer " + token);
},
async: isAsync,
success: function (data, textStatus, xhr) {
var uri = xhr.getResponseHeader("OData-EntityId");
var regExp = /\(([^)]+)\)/;
var matches = regExp.exec(uri);
newEntityId = matches[1];
if (newEntityId !== null)
alert("Record Created!");
},
error: function (xhr, textStatus, errorThrown) {
alert(textStatus + " " + errorThrown);
}
});
return newEntityId;
}
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