How to use Business Rules in Dynamics 365 without coding

Microsoft Dynamics 365 Customer Experience Analyst: Maintain Classic Workflows in Dataverse. Classic workflows may be considered “legacy,” but they’re still powerful for automating routine business tasks in Dynamics 365 & the Power Platform. In this post, I’ve shared guidance on maintaining them effectively — covering configuration, monitoring, and when to consider upgrading to Power Automate. 👉 Read it here https://lnkd.in/d7qpHARu #MicrosoftDynamics365 #PowerPlatform #Dataverse #CustomerExperience #Dynamics365 #ClassicWorkflows #BusinessAutomation #LowCode #CRM #MB280

Managing data efficiently is critical for keeping your CRM environment healthy, secure, and optimized. In this post, I walk through how to configure bulk deletion jobs in Dynamics 365, ensuring that outdated or unnecessary records don’t slow down performance. Check it out here 👉 https://lnkd.in/dV8DHSkB #MicrosoftDynamics365 #CustomerExperience #PowerPlatform #Dataverse #BulkDeletion #CRM #MB280

Boost productivity with Focused View in Microsoft Dynamics 365 I recently explored this great article on how to configure Focused View in Dynamics 365 Customer Experience. It’s an excellent guide for analysts, admins, and solution architects looking to simplify their workspace and keep the most important records front and center. Check it out: https://lnkd.in/dxGYCwGx #MicrosoftDynamics365 #Dynamics365 #CustomerExperience #PowerPlatform #Dataverse #Productivity #FocusedView #BusinessApps #CXAnalyst #SolutionArchitect #CRM #WorkSmarter #MB280

Microsoft Dynamics 365 Customer Experience Analyst: Implement Business Process Flows. 👉 Read the full article https://lnkd.in/dayEwJuH This article explores: The purpose and value of Business Process Flows in Dynamics 365 Key design and configuration considerations Best practices for aligning flows with organizational objectives I hope this resource is helpful for professionals seeking to enhance process consistency and customer engagement in Dynamics 365. #MicrosoftDynamics365 #PowerPlatform #BusinessProcessFlows #CRM #CustomerExperience #ProcessAutomation #MB280

How a Microsoft Dynamics 365 Customer Experience Analyst can create or modify a table in Dataverse. This step is fundamental for shaping the data model to meet evolving business needs and ensuring flexibility in solution design. 🔗 Read here: https://lnkd.in/dUAXVtp6 #MicrosoftDynamics365 #PowerPlatform #Dataverse #CustomerExperience #CRM #BusinessApplications #DigitalTransformation #MSDyn365 #MB280

🚀 Smart Buttons in Microsoft CRM & Power Platform -Small Button, Big Power! Ever faced this in CRM? 👉 Too many clicks just to run a simple process? 👉 Users missing important actions buried deep in menus? That’s where Smart Buttons step in. Think of them as your one-click accelerator for productivity. 🔹 What are Smart Buttons? Custom buttons you can place directly on forms/views to trigger flows, actions, or custom logic without navigating multiple screens. 🔹 Why do you need them? ✅ Reduce manual effort (1 click vs 5 clicks) ✅ Improve user adoption ✅ Standardize business processes ✅ Trigger Power Automate, JavaScript, or even call APIs directly 🔹 Real-world use cases: ⚡ Approve/Reject workflows right from the record ⚡ Push CRM data to external systems (like ERP/Finance) ⚡ Auto-generate documents (Quotes, Invoices) ⚡ Launch AI-driven insights in context In short → Smart Buttons = Less Clicks, More Productivity 🔥 💡 Question for you: If you could add ONE Smart Button in your CRM today, what task would you automate? 👇 Drop your answers in the comments—let’s inspire some powerful ideas! #PowerPlatform #Dynamics365 #Automation #CRM #SolutionArchitect Naman J. Amit Dogra Microsoft Dynamics 365 Community Microsoft Power Platform Community Microsoft Amit Gupta Varun Upadhyay

How to embed Power BI dashboards, reports, and tiles directly into Microsoft Dynamics 365 Customer Engagement. This capability makes it easier for analysts and decision-makers to get real-time insights without switching between systems — improving efficiency, collaboration, and customer experience. If you’re a Microsoft Dynamics 365 Customer Experience Analyst, this is a must-know skill to bring data and actions closer together. Check out the full article here: https://lnkd.in/dxvgY_BG #MicrosoftDynamics365 #CustomerExperience #PowerBI #BusinessIntelligence #DataDriven #PowerPlatform #CRM #MB280

Learn how to create powerful real-time calculations in Dataverse to automate business logic and improve data accuracy — all without writing complex code . Check out the full article here 👉 https://lnkd.in/dhT3DY5s 💡 Whether you’re a solution architect, functional consultant, or just exploring the Dataverse platform, this guide will help you design efficient and maintainable formula columns for your apps. #MicrosoftDynamics365 #Dataverse #FormulaColumns #PowerApps #CustomerExperience #LowCode #PowerPlatform #BusinessApplications #CRM #SolutionDesign #MB280

🟢 Running Workflows on Thousands of Records in Dynamics 365 – Without the 250 Limit Anyone who has worked with on-demand workflows in Dynamics 365 knows the limitation: you can only run them on 250 records at a time. ❌ But in real projects, we often need to apply the same workflow to thousands of records. Doing this manually is not realistic. That’s why I use the Bulk Workflow Execution plugin in XrmToolBox. It allows you to: ✔️ Select a system or personal view (which you should create in advance if needed) ✔️ Or run directly with a custom FetchXML query ✔️ Set a batch size (e.g., 200 records) ✔️ Run the workflow automatically on all records in the view ⚠️ Important: The workflow must be a background workflow (not real-time) in order to run with this tool. This makes it much easier to handle bulk updates, data clean-up, or enforcing business rules at scale. I usually test the workflow first on a small subset of data, and then run it in bulk once I’m sure everything works as expected. Special thanks to Tanguy TOUZARD for creating XrmToolBox and Andy Popkin for this plugin. Hope this helps anyone dealing with the same challenge. #Dynamics365 #PowerPlatform #XrmToolBox #CRM #BulkWorkflow

🔑 5 Key Points About Dynamics 365 Plugins Custom Business Logic Execution Plugins allow you to inject custom code to run during specific events in the Dynamics 365 data pipeline — like create, update, delete, or retrieve actions. Runs Synchronously or Asynchronously Choose between real-time (synchronous) execution for immediate effects or asynchronous for background processes that don’t block the user experience. Extends Out-of-the-Box Functionality Tailor Dynamics 365 to fit unique business needs without changing the core system — enabling clean, maintainable customizations. Event-Driven Architecture Plugins are triggered by events in the CRM system, making them ideal for enforcing business rules, validations, or automating actions when records change. Secure and Scalable Managed via the Dynamics 365 Plugin Registration Tool or Power Platform, plugins support robust deployment, versioning, and are built using secure .NET code. ⚙️ #Dynamics365 #CRMDevelopment #PowerPlatform #MicrosoftDynamics #MicrosoftDynamics365 #DynamicsCRM #PowerPlatform #PowerApps #PowerAutomate #CanvasApps #ModelDrivenApps #PowerPages #CRMDeveloper #FieldService #SalesModule #CustomerService #Dynamics365Careers #MSD365 #CRMJobs #PowerPlatform #TechJobs #BangaloreJobs #Dynamics365 #CRM #Technical #DynamicsCRM #TechnologyLead #developer