Business Rules, Business Process Flows, Calculated & Rollup Fields in Dynamic 365 CRM

  • Tuesday, October 11, 2022:9:40 AM - 10:40 AM
  • Room: Coastal 9 - Convention Center, Level 2
  • Session Number:  1041


In this session, we'll cover must know administration configuration: Business Rules, Business Process Flows and Calculated/Rollup fields. We will define when each can and should be used and walk-through examples for how to build them and how your end users will interact with them. At the end of this session, you will be able to configure all 3 in your own environment effectively.

What you will learn:

  • What these configuration items are
  • When to use these 3 configuration practices
  • Be able to configure these in your own environment

Complete Session Survey Here

  • Intermediate



Ashley Steiner, MVP
Independent Consultant