I have read many of the blogs written by my colleagues about the great new features of Microsoft Dynamics CRM. In particular, the business rules have many people excited. For those searching, business rules allow for actions to take place on a form based on changes to data. For example, a field could be made invisible or read only based on the values entered into another field.
The downfall to this new feature is the fact that the form has to be in a position where auto save is running for business rules to fire. Forms are not in auto save mode when it is a new form and all the required fields are not filled in. This, in my opinion, is very prohibitive.
RSM offers services that extend your Dynamics CRM solution – from basic “out of the box” to complex architecture, we can automate processes, integrate with other critical business systems or customize according to your business’ needs. Contact our professionals at email@example.com for more information.
By: Bob Kanzler – Philadelphia Microsoft Dynamics CRM partner