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Crm 2011 business rules engine

Question
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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.comSaturday, June 18, 2011 1:05 PM
Answers
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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
http://mileyja.blogspot.com
Linked-In Profile
Follow Me on Twitter!- Proposed as answer by Jamie MileyModerator Tuesday, June 21, 2011 12:36 AM
- Marked as answer by Jamie MileyModerator Thursday, February 2, 2012 9:19 PM
- Unmarked as answer by Jamie MileyModerator Thursday, February 2, 2012 9:21 PM
- Marked as answer by Jamie MileyModerator Sunday, April 1, 2012 8:22 PM
Tuesday, June 21, 2011 12:35 AMModerator -
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- Marked as answer by Jamie MileyModerator Thursday, February 2, 2012 9:19 PM
- Unmarked as answer by Jamie MileyModerator Thursday, February 2, 2012 9:21 PM
- Proposed as answer by Jamie MileyModerator Thursday, February 2, 2012 9:21 PM
- Marked as answer by Jamie MileyModerator Sunday, April 1, 2012 8:22 PM
Tuesday, June 21, 2011 7:53 PM
All replies
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What you are talking about is a typical Jscript customization. You could use workflow or plugin assembly on create to achieve this also.
Jamie Miley
http://mileyja.blogspot.com
Linked-In Profile
Follow Me on Twitter!- Proposed as answer by Jamie MileyModerator Saturday, June 18, 2011 3:06 PM
Saturday, June 18, 2011 3:06 PMModerator -
User needs to be able to set business rules...therefor it shouldn't be in plugin assembly or jscript customization
Padmakar - http://gpadmakar.blogpost.comSunday, June 19, 2011 12:22 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
http://mileyja.blogspot.com
Linked-In Profile
Follow Me on Twitter!- Proposed as answer by Jamie MileyModerator Tuesday, June 21, 2011 12:36 AM
- Marked as answer by Jamie MileyModerator Thursday, February 2, 2012 9:19 PM
- Unmarked as answer by Jamie MileyModerator Thursday, February 2, 2012 9:21 PM
- Marked as answer by Jamie MileyModerator Sunday, April 1, 2012 8:22 PM
Tuesday, June 21, 2011 12:35 AMModerator -
I work for a .NET business rule vendor called InRule Technology. I recently just finished a working prototype of calling our rule engine from CRM 2011. You can request a trial of the software at our website.Tuesday, June 21, 2011 2:29 PM
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Also, here's a case study MSFT did about a customer who used InRule with CRM 4: http://www.accessmediquip.com/docs/casestudy_AMQ_Manufacturer.pdf
Tuesday, June 21, 2011 4:35 PM -
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- Marked as answer by Jamie MileyModerator Thursday, February 2, 2012 9:19 PM
- Unmarked as answer by Jamie MileyModerator Thursday, February 2, 2012 9:21 PM
- Proposed as answer by Jamie MileyModerator Thursday, February 2, 2012 9:21 PM
- Marked as answer by Jamie MileyModerator Sunday, April 1, 2012 8:22 PM
Tuesday, June 21, 2011 7:53 PM -
Hey Jim,
Did that work for you?
Jamie Miley
Check out my about.me profile!
http://mileyja.blogspot.com
Linked-In Profile
Follow Me on Twitter!Friday, June 24, 2011 2:26 PMModerator -
Hi Jim
I requested a demo on your site.
Can you tell me what the rule engine for crm 2011 appr. cost?
Thursday, January 26, 2012 8:43 AM