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Home CRM Software & Tools

Business Rules In Microsoft Dynamics 365

admin by admin
May 9, 2023
in CRM Software & Tools


There are three levels of scope when setting up Business Rules in your Microsoft Dynamics 365/CRM system. The scope controls when the Business Rules will be triggered.

1. Specific Form:

There will be one of these for each Main Form you have. This Business Rule will only run on the form selected and it is the lowest level of scope and provides flexibility to provide different experiences on different forms.

2. All Forms:

This Business Rule will apply on any form. You must be on the form, however, for the Business Rule to run.

3. Entity:

This Business Rule will run on the server side, and you do not have to be on a Form for the Business Rule to run.

Learn Business Rules



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