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Business Rules
This feature is only available in Tamarac CRM for Microsoft Dynamics 365.
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.