- Dynamics CRM 2015 has introduced a new scope level “Entity”. Setting the scope of the business rule at an entity level, forces the business rule to be executed on both server and all clients side.
- For instance, if Contoso only does business in the United States, a simple business rule can be implemented that on creation of an incoming lead, the country/region is automatically set to U.S.A. If we try through plugin or workflow to create a lead and set country/region different than U.S.A there will be an error and the transaction will be rolled back.
- Setting up lookup fields using business rules.
- If you define a rule to set a lookup to a contact that has the Full Name of ‘Henrique’, this text is the Name you will see in the lookup when it is set by your business rule even if someone later changes the Full Name of the contact to ‘Henrique2’. The lookup Id value will be correctly set to the expected record, but the Name (which is not saved) will reflect the rule definition value rather than the current Full Name value of the record it references. To fix that, you will need then to update the business rule.
- Updated business rules will only be applied on mobile apps when it's re-opened.
- Javascript OnChange event handlers are not triggered if a field value is changed by a business rule.
- You cannot call a Javascript method from a business rule
- Actions cannot apply to fields from related entities.
- Business rules which don’t run due to fields not included on the form will not cause an error, it just won’t run.
- Business rules run only when the form loads and when field values change. They do not run when a record is saved.
- Whole Number fields that use the formats for TimeZone, Duration, or Language will not appear in the rule editor for conditions or actions, so they cannot be used with business rules.
- Business rules cannot show/hide sections or tabs
References
- https://crmbusiness.wordpress.com/2014/10/27/crm-2013-business-rule-workings-limitations-and-exam-notes/
- https://adisys.wordpress.com/2014/12/15/crm2015businessrules/
- https://technet.microsoft.com/en-us/library/dn531086.aspx#BKMK_ServerSideBR