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Deactivate Business Rule

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Overview

Business rules in Microsoft Dynamics verify that the data entered by a user meets certain criteria before the user can save the record. Microsoft Dynamics Administrators set up these rules as statements that act like yes/no questions and the answers must meet the set criteria. If not, an error message is displayed explaining the steps to correct the record before saving it.

Audience

  • Microsoft Dynamics Administrators

  • IT Support

Prerequisites

  • Ensure that TechnoMile Growth Suite is already installed and configured. The version of this package must be 2024.1 or higher.

Deactivating a Business Rule

  1. Login to your Microsoft Dynamics instance.

  2. Open App Launcher and open Power Apps.
    Alternatively, you can open the make.powerapps.com link in a new tab. 

  3. Click Environment and select your current TechnoMile Growth Suite environment. 

  4. Go to Solutions and and click to open Default Solution or a custom solution of your choice. 

  5. Expand Tables, expand Opportunity, and select Business rulesA list of all existing Business rules is displayed.

  6. Click the commands icon against the Business rule that you wish to deactivate. 

  7. Select Turn offThe business rule is deactivated. 

  8. Alternatively, open a Business rule. 

  9. Click the Deactivate icon in the upper right of the window. 

  10. Click Deactivate on the confirmation message. The business rule is deactivated.