This week in Dynamics 365 CRM Support, I’ll 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:

 

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.

 

I hope this video has been helpful. Join us next week for more CRM Support tips.

Click here to learn more about OnTrack Support and how we can help you get the most out of Dynamics 365 for Sales CRM.

 

 

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