How to Delete a Business Rule in Microsoft Dynamics 365 for Sales CRM

by | Microsoft Dynamics Support

How to Delete a Business Rule in Microsoft Dynamics 365 for Sales CRM

by | May 11, 2018 | Microsoft Dynamics Support

Remove the rules you no longer need 

This week in Microsoft Dynamics SupportI am going to show you how to delete a business rule in Microsoft Dynamics 365 for Sales CRM.

Business rules allow you to set simple logical conditions and apply them to forms in CRM either individually or globally. They are very similar to form scripts, but far more limited (and far easier to set up, especially for non-developers!).

See below for a quick video and instructions on deleting a business rule once you no longer need it:

Delete a business rule in Dynamics 365

If you go to Forms > Business Rules, you’ll see the rules you have created.

You might wonder how to delete a rule, but if you click into a rule, you can see there isn’t any option to that rule. There is an option to Delete individual components and conditions and such, but there is no way for you to delete the whole rule from there.

To delete a rule, you’ll need to go into the customization areas:

1.) Go to Settings > Customization > Customize the System.

2.) Choose the entity for which you want to delete a rule, then click Business Rules.

3.) Select the rule and click Delete.

That should fully remove the rule for you.

 

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Dinesh Joseph is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. He trains, supports, and consults for both new and experienced Dynamics 365 and Sage CRM users. He also provides analysis and customization for both systems and their integrations.

His goal is to help his customers run their CRM systems smoothly and efficiently.

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