Business Rules

Key Features:

• Code-Free Rule Management: Easily create and assign multiple rule groups, scenarios, conditions, and actions within a Rule Set.

• Dynamic Placeholders: Utilize placeholders like [TableID:FieldID] (also others) to configure rules and actions.

• Comprehensive Trigger Options: Define triggers based on events such as Insert, Modify or Delete of any table or field to automate any action.

• Universal Field Access: All tables and Fields can be used, whether from Microsoft, custom, or any ISV, to define your business rules.

Versatile Actions:

• Error Message: Instantly alert users with custom error messages when specific conditions are met. Easy field validations.

• Message: Communicate important information to users through custom messages.

• Confirmation: Ensure critical actions are confirmed by users with customizable confirmation prompts.

• Notification: Keep users informed with real-time notifications tailored to your business needs.

• Email: Automate email communications with dynamic content, including recipients, subject lines, and body text.

• Assign: Dynamically update fields in your system based on predefined rules, ensuring data consistency and accuracy. Easy way to setup default values.

• URL: Direct users to specific web pages or resources by opening URLs automatically.

• Custom Action: Leverage custom actions for advanced automation, tailored to your unique business requirements.

Usage Scenario:

• Define and manage business rules without coding

• Create custom error messages triggered for any table of field of business central.

• Send real-time notifications tailored to business needs

• Automate dynamic email communications

• Update fields dynamically for data consistency

• Direct users to specific web pages automatically

• Leverage advanced custom actions for tailored automation

• Ensure critical actions are confirmed by users

• Apply special rules on group of people

Who It's For

• IT admins needing enforceable rules without development cycles
• Consultants and partners delivering rapid custom policy setups
• Business process owners to setup their busienss rules themselves.

Supported Editions, Countries & Languages

• Supported Editions: Works with all editions of Microsoft Dynamics 365 Business Central.

• Supported Countries/Regions: Available globally for Business Central customers.

• Supported Languages: English (all areas), Czech (Czech Republic), Danish (Denmark), German (all areas), Spanish (Spain and Mexico), Italian, Icelandic, Dutch (All Areas), Finnish, French (all areas), Japanese, Korean, Norwegian, Russian, and Swedish.