Business rules provide a simple interface to implement and maintain fast-changing and commonly used rules. By combining conditions and actions, you can do any of the following with business rules:

• Set field values

• Clear field values

• Set field requirement levels

• Show or hide fields

• Enable or disable fields

• Validate data and show error messages

An example of a Business Rule would be when you change the Lead Form Type from Basic to Advanced, new fields appear on the Lead form.

Avoid the following:

• Making a Tamarac field required or business recommended. Instead, remove the Tamarac field and create your own.

• Adding or removing fields from a sub-grid.

• Adding new options to an existing drop-down. Instead, create your own drop-down.

• Changing the label for an entity (for example, change Contacts to Clients). Instead, create a new Entity.

• Removing fields that are needed for existing Java and plug-ins. You will receive an error on the page, even if you add the field back.

• Deleting fields required for integration.

Click here to learn more about Business Process Flows in Dynamics 365.