Views & Business Rules in Dynamics CRM 2015

1. VIEWS & BUSINESS RULES
IN
MICROSOFT DYNAMICS CRM 2015

2. AGENDA
 Views
 Business Rules

3. VIEWS
 Grid of record with selected columns
 Kind of saved query
Has 3 Types
 Public Views
 System Views
 Personal Views

4. VIEWS HOME SCREEN

5. CREATING NEW VIEW

6. SELECTING DESIRED COLUMNS

7. SETTING COLUMN WIDTH

8. CREATING A PERSONAL VIEW

9. BUSINESS RULES
 Client-side business logic without writing Javascript.
With Business Rules you can :-
 Show an error message
 Set a field value
 Set a field’s requirement level to Required OR Not Required
 Set a field’s visibility to Show or Hide
 Set the Default value of a field
 Set a field’s Enablement level to be Editable or Locked
You can't
 Read related/parent entities

10. CREATING BUSINESS RULE

11. THANK YOU!