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Microsoft Dynamics CRM 2015 Business Rules Enhancements Part 3

January 6, 2015 7:51 pm Published by

In our last couple of entries, we have been discussing Business Rules enhancements found in Microsoft Dynamics CRM 2015. Business Rules were introduced a year ago, and the feature provides a great way to achieve the most common and simple validations without coding skills. Analysts can easily create advanced business logic through a declarative point-and-click interface to perform actions within Microsoft Dynamics CRM.

The introduction of the Client API for business process flows provides complete programmatic access to active and enabled processes. With JavaScript code, implemented by one of your developers, it is now possible to ensure that the user is always working on the right stage of the right process in any given situation. The events such as moving and selecting stages have been exposed to permit for an action to be taken not just in the context of the process, but in the context of the stage that the user is working on and currently viewing.

Often, users are looking at data that is a result of some calculation. For example, a salesperson may want to know the weighted revenue for an opportunity which is based on the estimated revenue from an opportunity multiplied by the probability. Or a salesperson may want to automatically apply a discount.

To provide this data, you can define calculated fields in the CRM User Interface without needing to write code. The calculated fields contain values calculated based on conditions and formulas defined within the fields. The conditions and formulas can refer to the values of other fields in the same entity or values of fields in related entities. You can define a calculated field to contain values resulting from many common calculations, such as simple math operators, and conditional operations such as greater than or if-else, and many others.

About MIG & Co.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, SL, and CRM. We automate business processes to ensure that our customers work efficiently. MIG is a Microsoft Dynamics Gold Certified Partner.

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