11th Day of CRMas: Business Rules for Stocking Stuffers!

Well we are closing in on our last day of CRMas and we are almost done handing out the presents but not before we introduce a few little extras to stuff your stockings with!

Now I wrote a blog about Business Rules last Christmas for the 10th Day of CRMas found here and I am equally delighted to be able to introduce the new and improved Business Rules as a little something extra from the MSFT product team elves.

[responsive]image[/responsive]So what have they been up to in the Northwest Pole of Seattle? Well as we all know Business Rules were introduced in CRM 2013 to allow Microsoft Dynamics CRM administrators the ability to extend Microsoft Dynamics CRM without having to write complex code. Business rules provide a simple interface add client side scripting for common business needs that can be applied to Main and Quick Create forms, or to an entity. Now it’s important to note here that originally this new feature was for client side scripting and couldn’t be applied when an SDK call was made. In other words in order for Business Rules to evaluate logic and take action when a record was being created or updated you had to do a little bit more work involving plugins. Additionally, Business Rules could only evaluate whether all conditions in a rule were true and then take action. So in order to really have rich logic, you had to create multiple business rules with single if statements to be evaluated.

First Stocking Stuffer: AND / OR Logical Operators!

So just what did they put in our stockings this year? Well for starters they gave us AND / OR logical operators. So NOW we can really jazz things up! These logical operators are going to allow you to have multiple conditions being evaluated even for the same field. You can use AND or OR to combine expressions but not both. So you could use this new enhancement if you want to evaluate a fields value to see if an order is above $50,000 but below $150,000 to apply a special discount. Or maybe you could use it to apply a range of Christmas bonuses based on performance tiers for your sales teams?


Next Stuffer on the list is DEFAULT VALUES!

Yea, so now if you want to set the default value of a field on creation, perhaps to set the default country or currency for a lead record, there is no need for a condition. So how do we do this? Well this feature works nicely with the new enhanced options for “Scope”. You simply set the scope to “entity” so it will execute the business rule on the client side AND on the server side allowing you to execute it upon creation! and you are off to the races!

Here is a tip about the new server side execution. Think of Business rules as synchronous workflows. The order of logic is the execution of all synchronous plugins and then Business Rules in order of activation from oldest to newest. In other words, If you have multiple business rules on an entity and you want to manage the order in which they execute, simply activate them in the order you want them to execute… pretty simple huh?


Lastly but certainly not least is the IF/ELSE Conditions Stuffer!

Basically this adds the ability to use this type of logic (the same as traditional workflow if/else logic) in your business rules rather than the more simple previous version where they were evaluated just for whether they were true or not.

All in all the product team elves have been quite busy this year and they didn’t miss a thing, right down to the last detail of feature updates. We are very excited about all of the new enhancements and couldn’t be more delighted to deliver them to you to make your CRM implementation more meaningful and useful in your organization.