Recommendation Action in Business Rules in Dynamics 365
This blog is part of the series which I will use to cover all interesting enhancements coming in Dynamics 365.
Scenario: On Account form, if user fills in the Telephone field – suggest a recommendation to set Contact preference by Phone field. If user selects yes, set Contact by Phone option to allow.
Scenario by Graphics:
· On change of phone field, CRM shows a recommendation tooltip:
· When you click the information icon, CRM gives you a recommendation:
· If you pick Apply, CRM will do the updating to the field as required:
Great isn’t it?
Here is the link describing the new Client side scripting function: https://msdn.microsoft.com/en-us/library/gg334266.aspx#BKMK_addnotification
And here is the script for this one (Register it on change event of Phone field):
function addPhonePreferenceNotification() {
var myControl = Xrm.Page.getControl(‘telephone1’);
var telephone= Xrm.Page.data.entity.attributes.get(‘telephone1’);
var phonePreference = Xrm.Page.data.entity.attributes.get(‘donotphone’).getValue();
if (telephone.getValue() != null) {
var actionCollection = {
message:…
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