Bring the power of Excel-like formula to Microsoft Dynamics CRM and reduce the need for custom coding
Formula Manager is a module of North52’s Business Process Activities
Includes function library and Excel-like formula language
There are a range of built-in functions for string, math, date/time, and logical operations all similar to those in Excel. These formulae operate on standard and custom fields in CRM. e.g.
Commission = [Opportunity.Revenue] * [Opportunity.CommissionRate]
Native controls and wizards
Native Silverlight and HTML Web Resource controls deliver a familiar point-and-click customization tool. Formula Manager provides a rich, interactive environment for defining formulas. It was designed with business users & administrators from day one to ensure ease of use.
Powerful conditional logic
The formula language provides powerful IF, AND, OR, IN functions, giving users the ability to embed application logic right in their formula fields. So a commission formula could calculate an amount only if an opportunity’s status is won else display zero for lost.
Formulae are calculated in real time for every request, so they are guaranteed to always be up-to-date
Supported CRM versions
Formula Manager works with CRM 2016, 2015, 2013 and 2011 Online or On-Premise.
Formula Manager Examples and Training Videos