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Business Rules Example #274 – Notification Business Rules based on Dynamics Finance and Operations Data
A new knowledge base article has been published on our support portal. Overview If you have Dynamics 365 for Sales or Service there are often business rules that need data from Dynamics 365 Finance and Operations. With the virtual entities support provided by...
Business Rules Example #273 – Renewable Energy Systems Certificate Calculator for Australian Government
A new knowledge base article has been published on our support portal. Overview Under the Small-scale Renewable Energy Scheme for the Australian Government, eligible small-scale renewable energy systems are entitled to a number of small-scale technology certificates...
Business Rules Example #272 – Convert Quote to Order
A new knowledge base article has been published on our support portal. Overview In this article we want to allow users to convert a Quote to an Order and open the new Order record. The business requirements are as follows: Rule # Description 1 Convert a Quote into an...
Business Rules Example #271 – Use a single Formula for multiple forms with different requirements
A new knowledge base article has been published on our support portal.Overview In this article, we will show how a single Formula can be used to enforce different rules for different forms. For the first form, we want to hide two fields. For the second form, we...
Business Rules Example #270 – AddPreFilterLookup using Linked Entities
A new knowledge base article has been published on our support portal Overview In this article we will examine a solution we created for a customer who wanted to do a linked entity in an AddPrefilterLookup. Out of the box Microsoft Dynamics 365 does not support linked...
Business Rules Example #269 – Automatically open entity form in a dialog using the NavigateToEntityRecord function
A new knowledge base article has been published on our support portal. Overview In this scenario we want to visually confirm a Contact's data when it has been added as a Primary Contact to an Account by automatically opening the Contact record in a dialog form. We can...
Business Rules Example #268 – Multi-Level Cloning
A new knowledge base article has been published on our support portal. Overview A regular requirement we come across is where a record needs to be cloned (copied) as well as its child and grandchild records. In this article we show how to add a button...
Business Rules Example #267 – Confirm submission for approval using Dialog
A new knowledge base article has been published on our support portal.Overview In this KB article, we want to users to be able to submit an Opportunity for approval. As some users may not have permission to change the status of Opportunities, we have...
Business Rules Example #266 – Complex Dynamics 365 Case Prioritization Rules
A new knowledge base article has been published on our support portal. Overview In this scenario the requirement is to assign Dynamics 365 case priorities dynamically on the creation of the case which are being brought in from an external system. The case...
Business Rules Example #265 – Show Entity Images on Form using Quick Tile – Part 2
A new knowledge base article has been published on our support portal. Overview This article follows on from xRM Formula #264 - Show Entity Images on Form using Quick Tile - Part 1 and shows how we can extend the Formula to show a smaller row of secondary images....