Crm 2011 business rules engine RRS feed

  • Question

  • Hi All,

    Does anyone know on how to acheive business rules engine in crm 2011...

    I want to configure some condition rules for discount (Not the out of box discount)

    Eg: If customer is from new zealand then offer 30% discount..

    The customer wants to configure in the crm not in the code..

    can someone help??

    Padmakar - http://gpadmakar.blogpost.com
    Saturday, June 18, 2011 1:05 PM


  • You can probably do this in a standard workflow also.  Try to set up a workflow on save to test if the person is from the target location and if so set a formula to multiple the order by .7 or something like that.  They won't see the change until after they order is saved though if you use workflow.  I typicalliy use jscript for this because you can make it automatically recalculate fields on the fly when you change fields on the form in real time instead of only seeing the results after a save.

    Jamie Miley
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    Tuesday, June 21, 2011 12:35 AM
  • Hi Padmakar,

    As Jamie has pointed out, CRM Workflow is the most efficient and also most intuitive way to implement business rules on top of CRM platform. Alternatively, CRM also offers different APIs which help you implement business rules, including Form Scripts, Dialog Processes (CRM 2011 only), and Plugins. The combination of those approaches can basically help you achieve anything that you may want to implement on the platform. Note that each approach has some PROs and CONs when it comes to a particular scenario, so you need to use your judgment to determine what best suits your needs.

    Hope this helps.

    Daniel Cai | http://danielcai.blogspot.com
    Tuesday, June 21, 2011 7:53 PM

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