Entity Scope Business Rules demystified

August 12, 2016

Entity scoped Business Rules run on both client and server side. On the server side, Business Rules are executed synchronously when a record is saved (created or updated) and this means that in some cases, Business Rules can replace synchronous Plug-ins. Business Rules UX is better and maintenance wise, implementing business logic using the declarative Business Rule is preferred over Plug-in custom code.   Sounds great, but for some Business Rule actions the meaning of running on the server side is a bit obscure: Show error message: on client side, the save operation is prevented by the error...
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Rollup Field vs. Security Role

August 10, 2016

One of the professional benefits I gain from training Microsoft Dynamics CRM courses appears from time to time in the form of an innocent question from a student. A question which makes me stop for a moment and think… What would Mr. Spock answer to this? Here is one: Does a Rollup field calculation take the user’s privileges into account?  Let me demonstrate: a user has access to a Project records which contains the Total hours consumed. This is a Rollup field which sums up the related Activity Report records Total Hours field value. The user security Roles prevent...
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