Business Rules in CRM 2013 OR How to define a Business Rule in CRM 2013

Version used for this post: CRM 2013 Online Trial

Business rule is a cool feature in CRM 2013. Lets see how to define a business rule in CRM 2013.

To have a better understanding, lets consider a scenario.

Scenario: We have Credit limit and Annual revenue fields on the Account form. We need to restrict the credit limit value in such a way that it shouldn't cross the Annual revenue value. 

Lets get the ball rolling.

1. Navigate to Solution and choose our entity. For instance , Account entity.

2. Click on the New and it would open the following business rule definition window for us.

3.  Lets call our business rule as Credit limit Rule. Lets start defining the rule as follows.

Click on the + symbol of Condition section.

4.  So we defined a condition and we have to SAVE the condition.

5. Next is action. When we click on the + symbol, we could see the following options.

For our scenario, lets choose error message.

6. Next step is to define the error message as shown below.  And save the action.

7.  Description is optional. And then save the business rule. Please note that the status of this business rule ( at the bottom left corner ). This means we need to save and then Activate the business rule.

8. Activation could be done as shown below. And then Save and close the business rule.

9. We could see our business rule in the solution as shown below.

10. Now lets try creating an account. To test this, enter the Annual income value as £200000.

And Credit limit as £300000. As soon as the focus goes out from the field, we could see the error message that we defined in the credit limit - Business rule.

11. This business rule is applicable even when we update the Account record.