{"id":2541,"date":"2016-11-08T11:14:41","date_gmt":"2016-11-08T11:14:41","guid":{"rendered":"http:\/\/himbap.com\/blog\/?p=2541"},"modified":"2016-11-08T11:14:41","modified_gmt":"2016-11-08T11:14:41","slug":"business-rules-enhancements-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/himbap.com\/blog\/?p=2541","title":{"rendered":"Business rules enhancements in Dynamics 365"},"content":{"rendered":"<p>Business rules was initially released in Dynamics 2013 and after that we got improvements in these. If you are new to business rule you can refer our <a href=\"https:\/\/himbap.com\/blog\/?p=1421\">earlier article <\/a> for business rules. Now let\u2019s discuss what is new in Dynamics 365 for business rules.<\/p>\n<p><strong>Completely New Designer<\/strong><br \/>\nDynamics 365 replaced business rule designer with completely new look and feel. The new designer supports drag and drop feature, now we can add conditions and actions by dragging from Components tab.<br \/>\n<a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule1.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-2542 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule1-300x200.png\" alt=\"businessrule1\" width=\"300\" height=\"200\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule1-300x200.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule1.png 579w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><br \/>\nIt also contains a new toolbar in designer itself which can be used to add\/remove business rules actions and conditions. We can also now reuse actions and condition using copy and paste button. This toolbar also contains a snapshot button which is very help if you are preparing technical design document and you want to use business rule screenshot in your document, it allows you to take snapshot of the existing business rule actions and conditions.<br \/>\n<a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule2.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-2543 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule2-300x166.png\" alt=\"businessrule2\" width=\"300\" height=\"166\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule2-300x166.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule2-624x346.png 624w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule2.png 743w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><br \/>\nThe new <strong>VALIDATE<\/strong> button over command bar can be used to identify potential errors. We can validate our business rule with this button and it will show notification if there is any error in business rule like following:<br \/>\n<a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule3.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-2544 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule3-300x179.png\" alt=\"businessrule3\" width=\"300\" height=\"179\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule3-300x179.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule3-624x373.png 624w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule3.png 644w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><br \/>\nThe new components tab contains condition and all the possible actions, which we can easily drag and drop into designer area. Once condition or action placed, we can configure it\u2019s property using Properties tab.<br \/>\n<a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule4.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-2545 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule4-300x197.png\" alt=\"businessrule4\" width=\"300\" height=\"197\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule4-300x197.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule4.png 614w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><br \/>\n<strong>Recommendation<\/strong><br \/>\nA new action Recommendation is also added which is very useful for providing suggestions and avoiding data entry errors. Let\u2019s take an example while creating account record we want to inform user about correct SIC code based on the industry selected by the user. Let\u2019s use following steps to use recommendation action:<br \/>\n1. Navigate to <strong>Settings-&gt;Customizations-&gt;Customize the System<\/strong>.<br \/>\n2. Select Business Rules under <strong>Components-&gt;Entities-&gt;Account<\/strong>.<br \/>\n3. Click on <strong>New<\/strong> button to setup new business rule.<br \/>\n4. Select default new condition and configure properties like following to check industry type and click on <strong>Apply<\/strong> button:<br \/>\n<a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule5.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-2546 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule5-156x300.png\" alt=\"businessrule5\" width=\"156\" height=\"300\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule5-156x300.png 156w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule5.png 235w\" sizes=\"(max-width: 156px) 100vw, 156px\" \/><\/a><br \/>\n5. Now drag recommendation action and drop it next to our condition<br \/>\n<a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule6.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-2547 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule6-300x139.png\" alt=\"businessrule6\" width=\"300\" height=\"139\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule6-300x139.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule6-624x289.png 624w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule6.png 921w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><br \/>\n6. Configure properties like following and click on <strong>Apply<\/strong> button.<br \/>\n<a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule7.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-2548 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule7-152x300.png\" alt=\"businessrule7\" width=\"152\" height=\"300\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule7-152x300.png 152w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule7.png 223w\" sizes=\"(max-width: 152px) 100vw, 152px\" \/><\/a><br \/>\n7. Now click on <strong>Details<\/strong> and select <strong>Action<\/strong> to configure action properties like following and click on Apply:<br \/>\n<a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule8.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-2549 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule8-300x210.png\" alt=\"businessrule8\" width=\"300\" height=\"210\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule8-300x210.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule8-624x436.png 624w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule8.png 631w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><br \/>\n8. Finally <strong>Save<\/strong> and <strong>Activate<\/strong> our business rule.<br \/>\nNow when we will try to create account with Account industry we should get recommendation base on business rule like following:<br \/>\n<a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule9.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-2550 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule9-300x110.png\" alt=\"businessrule9\" width=\"300\" height=\"110\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule9-300x110.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2016\/11\/businessrule9.png 436w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>And if we will click on <strong>Apply<\/strong> button it will set SIC code field value to 8721.<\/p>\n<p>Stay tuned for more Dynamics 365 new features !!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Business rules was initially released in Dynamics 2013 and after that we got improvements in these. If you are new to business rule you can refer our earlier article for business rules. Now let\u2019s discuss what is new in Dynamics 365 for business rules. Completely New Designer Dynamics 365 replaced business rule designer with completely new look and feel. The&#8230; <a href=\"https:\/\/himbap.com\/blog\/?p=2541\">Read more &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[21,402],"tags":[410,404,411,412],"_links":{"self":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/2541"}],"collection":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2541"}],"version-history":[{"count":6,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/2541\/revisions"}],"predecessor-version":[{"id":2556,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/2541\/revisions\/2556"}],"wp:attachment":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2541"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2541"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2541"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}