Learn how to configure business rules in Dynamics 365 to apply form logic without writing JavaScript code. Business rules provide a simple interface to implement and maintain fast-changing, commonly used rules.
Sign in to Power Apps and navigate to your solution. Open the table (entity) where you want to apply the rule. For example, the Account or Contact table.
In the table properties, select the Business rules tab from the left-hand navigation. Click + Add business rule to open the designer canvas.
The designer opens with a new condition already on the canvas. Click on it and set the properties on the right. Define the 'if' part of your rule, such as 'If a field contains specific data'.
Drag and drop components from the Components tab onto the canvas. Place actions on the checkmark path for the 'then' part (if the condition is true) or the 'x' path for the 'else' part. Common actions include Show error message, Set field value, or Set visibility.
Once your logic is complete, click Validate on the action bar to check for errors. If it's valid, click Save. Finally, click Activate to make the business rule live for users.
Helpful Tips for Business Rules
Set the scope at the top right of the designer. 'Entity' scope runs server-side and applies everywhere (forms, business process flows). 'All Forms' runs client-side only when a form is opened.
Instead of forcing a value, use the 'Show Recommendation' action. This suggests a value to the user, which they can choose to apply with a single click.
You can add multiple conditions to a single rule using AND/OR logic to build more complex and precise business logic.
Always test your business rules thoroughly in a sandbox or development environment before activating them in production to avoid unintended consequences.
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