Understanding Scope in Business Rule in Dynamics 365 or Dataverse
In Dynamics 365/ Dataverse, business rules are used to apply logic and automation to form fields and data within the system. The scope of a business rule refers to the extent to which the rule applies within the Dynamics 365 or Dataverse environment.
There are three main aspects to consider regarding the scope of a business rule:
Entity Scope
In this scope, The Business Rule will run on the server side, and you do not have to be on a Form for the Business Rule to run. it also applied to Client Side when you use Forms to interact with Data. If you want to run your Business Rule for all below scenarios then this scope is used. The scenarios given below.
- All Forms – Client Side in browser
- All Server Side Codes – Plugins, Custom Workflows, Console etc.
- All Third Party Apps
All Forms Scope
In this scope, The Business Rule will apply on any form loaded in Browser client side. You must be on the form so that the Rule will run. This scope will not honor server side codes ort third party app. For below scenarios this scope can be used.
- Only when working with Forms in Browser Client Side
Specfic Form Scope
If you want your Business Rule will only run on a specific main form and will not run for other main forms, this scope is used. This Business Rule will only run on the form selected and it is the lowest level of scope and provides flexibility to provide different experiences on different forms.
Hope it helps
