Peter is highly experienced with the CRM platform but crucially, blends in his many years of commercial, consulting and training experience to target the specific skills that our client required to enhance their CRM experience.

Adam Spurr, Zero2Ten

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Building a calculated field with a Dynamics CRM / 365 business rule

The video on this blog shows two examples of using a business rule on a Microsoft Dynamics CRM 2013 form to populate a target field with a value calculated from two other fields on the same form.

Business Rule

One of the most important new features in Microsoft Dynamics CRM 2013 is the new Business Rules functionality. For the first time, a system administrator or customiser can configure a business rule on a CRM form using perhaps an error message or perhaps the result of a calculation. Prior to Dynamics CRM 2013 this was only possible with Javascript code at best or at worst via .net plugin code. This example focuses on building a formula in a business rule but also points out some key tips along the way. The video lasts for just over 10 minutes.

Peter.

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