CRM Business Rules – Portable Business Logic

Posted by Jen Bieker on March 3, 2014


One of my favorite new features in CRM 2013 are the Business Rules.  I’m not a developer, but I am a heavy user of CRM and there are many times that I would like to have some additional business logic built into CRM but don’t want to wait or pay for a developer’s time.  In CRM 2013, power users can now set up their own rules or conditional statements.  

Simple Automations to Save you Time:

Business rules in CRM 2013 let you set up conditions and logic to automate simple things like:

  • Show an error message if something is entered incorrectly
  • Set a value of a field based on something else
  • Set the business required value of a field dependent on a different field
  • Show or hide fields – set the visibility
  • Lock or unlock a field
  • Make a simple calculation

For Example:                                           

1.       Easily make the account number field required on a form if the customer type = customer

2.       If #1 is true and the account number is not filled in, then show an error message

3.       Copy the account address fields over to address 2 fields if a check mark box is selected

4.       Set the probability value in an opportunity based off the sales stage; for example, if the sales stage is set to “Qualify” then the probability value will automatically set to 30%.

One thing to remember about Business Rules, they are limited to a single entity; such as the Account or Opportunity entity.  You can apply the rules to either one form or all forms for that entity, but they need to be fields within the same entity.  These are just some examples of how I’ve used CRM Business Rules.

But what about CRM Business Process Flows or Workflow?

CRM still has Business Process Flows and Workflows available but they are different from Business Rules. 

  • A Business Process Flow is a visual representation of a process – like stages in the sales process.  It leads users through a set up steps and lets them know where they are in the process.
  • Workflows are the actual automation or action behind the stages or steps in the process flow – like an automatic email to a customer during a particular process stage.
  • Business Rules are simple form automations within one entity in CRM – like setting a field to be required or not.
  • One other big difference is that Business Rules are bound to one entity whereas; Workflows and Process Flows go across entities.

So, think of Business Rules as a non-developer way of writing java script code to affect something on a specific form or set of forms for an entity in CRM.

Want to Know More?

Crestwood Associates is providing a free webinar, on March 4, 2014, where you can learn more about these time saving rules, see a live demo and get real life examples. 

Sign up today for CRM Business Rules!

 


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