D365 Business Rules: Recommendations – YouTube

D365 Business Rules: Recommendations

A recommendation is an action that is available in business rules. It allows the system to make a recommendation to the user, based on data entered in a form. When the conditions are met, a small blue light bulb icon will show next to the field the recommendation has been configured for, which the end user can click on. When the icon is clicked, a text box with the recommendation will become visible for the user which he/she can apply or ignore. Combining recommendations with other configuration tools, such as workflows or Power Automate gives system administrators a lot of flexibility. In this video I show how this works and how to configure this functionality.

Related Blog: https://D365Goddess.com
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/

Music: https://www.bensound.com

A recommendation is an action that is available in business rules. It allows the system to make a recommendation to the user, based on data entered in a form. When the conditions are met, a small blue light bulb icon will show next to the field the recommendation has been configured for, which the end user can click on. When the icon is clicked, a text box with the recommendation will become visible for the user which he/she can apply or ignore. Combining recommendations with other configuration tools, such as workflows or Power Automate gives system administrators a lot of flexibility. In this video I show how this works and how to configure this functionality.

Related Blog: https://D365Goddess.com
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/

Music: https://www.bensound.com

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Author: Dian Taylor

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