Global view of Business Rules in CRM 2013

Posted: May 28, 2014 in Other

In CRM 2013 we have business rules defined for each entity.

If we want a global view of all business rules in our system however, it’s not obvious where to find these.

If we pull up an Advanced Find, we can query Processes where Category = PBL to pull up a list of all business rules in our system.

This will include the status and entity it’s on.

While this is great for listing all your business rules, if you try and open one from here you will receive an error.

You can activate and deactivate, just not open.

If you need to edit or create any, you will still need to go through the solution and entity.

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