MS CRM 2015 SETTING DEFAULT VALUES FOR THE FIELDS ON THE FORM

Take Control of Dynamics CRM 2015 by Setting Default Values

June 30, 2015

CRM allows you to indicate a default value if the field type is an option set. However, there are many business cases that require a default value to be set to other field types. By using Business Rules in CRM 2015, you can accomplish this. The business scenario used in this example is as follows:

The minimum credit limit granted to an Account is $20,000. At the time an account is set up, the user creating the record doesn’t always know what the finance department will approve for the credit limit.

Instead of having users type the minimum value of $20,000 in the ‘Credit Limit’ field each time, we are going to set a Default Value for this field via Business Rules.

• Navigate to the Account Entity and access the ‘Form’

• Select Business Rules and click the New Business Rule button

• Give the Business Rule a descriptive name, set the Condition (in this case we want the credit limit field to default to our company’s minimum value of $20,000 when there is no other limit specified)

• To set the default value, add an action as shown below

• Click Save. Click Activate.

Now, each time an account record does not contain a value in the ‘Credit Limit’ field, CRM will automatically populate it with $20,000.

 Happy CRMing