Posted in Dynamics 365, Dynamics CRM

Dynamics CRM/365: Business rule not working, here is the checklist

Business Rule – Check list

  1. Check business rule has any error. If there is any error, It will not trigger.
  2. Check the business role scope
  3. All the fields appearing in the business rule must be placed in th form body
  4. Business rules will be applied to Main forms and Quick forms
  5. If you writing multiple business rules for entity, it will trigger based on the Activation order.
  6. If the scope of business rule is not on entity, it will trigger only on client side.

If you have any tips, please share me in comments.

Posted in Dynamics 365, Dynamics CRM

Custom Workflow tips

Good Morning !! 
Hope everyone doing awesome. 

Would like to share this tip with you all.

I believe everyone knows how to debug custom Workflows using Plugin Registration tool. 

Trick is that while trying to profile, you will not be able to find steps for that respective workflow assembly. 

Check: Whether you have used this assembly in workflow ?

Most of the time, we would have used in workflow. if it’s not working only, we used to come for  debugging.:-;

No ? Start using it ..Then only steps will be visible in Plugin Registration tool.

Still steps are not visible n PR tool.

Yes ? Check whether you used this Custom Workflow assembly in conditional approach. If so, it will not be visible. So workaround will be use straight way in work flow.debug it. Fix your code. 

Hope this tip will help to save your time in analysing it. If you have Better way, please do share me. 

Thanks for reading and keep sharing. Happy Blogging.