Business Rule Example

304 posts.

9 September 2013Business Rule Example

Business Rules Example #040 – Processing Invoices – Week Number and UTC Date

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario it was very important for the people paying Invoices to know the current week number & what the UTC date and time was before paying an Invoice. View this article in full on our support

27 August 2013Business Rule Example

Business Rules Example #039 – Dependent Picklists

A new knowledge base article has been published on our support portal. Scenario Overview This business scenario requires us to build a set of dependent pick-lists between the option sets below. We need it so if the continent ‘Europe’ is selected then all the Country pick-list values are filtered to

14 August 2013Business Rule Example

Business Rules Example #038 – Recurring Payments (Monthly Cloning of Invoices)

A new knowledge base article has been published on our support portal. Scenario Overview This business requirement needs us to provide a way to take a set of Invoices & associated line items and clone them on a monthly basis. The requirement was around a recurring billing scenario of services that t

1 August 2013Business Rule Example

Business Rules Example #037 – Creating Phone Calls – Copy Latest Description

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is that whenever a Phone Call record is created in the system we need to look at who (Account Contact) is being called & take the text on its description field and place

19 July 2013Business Rule Example

Business Rules Example #036 – Display Age of Contact in Words

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the HR department had a requirement to know the Age of a contact within the CRM system.

8 July 2013Business Rule Example

Business Rules Example #035 – Execute a Dialog Process when a User Opens Form

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is that when a user opens an Account record we need to check if the Send Marketing materials field has been set to ‘Yes’ & if so start a dialog process so the user can

25 June 2013Business Rule Example

Business Rules Example #034 – Translate French to English

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a company with a HQ office in the USA & regional offices in France. The users of the CRM system in France need to enter their notes about the Account record in French and so this

12 June 2013Business Rule Example

Business Rules Example #033 – Geo Encode the Account Address

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we need to Geo-Encode the address details of the Account entity whenever the address changes on the Account record. We use the Microsoft GeoEncode web-service to take the address detail

30 May 2013Business Rule Example

Business Rules Example #032 – Validate Dates on Opportunity Record

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is to validate that the Estimated Close Date on the Opportunity record cannot be set to a date before the create date. N52 Formula Manager Solution The Formula Manager s

17 May 2013Business Rule Example

Business Rules Example #031 – Move Lead Notes to Opportunity on Qualification

A new knowledge base article has been published on our support portal. Scenario Overview Our business requirement is that when a user Qualify’s a Lead record & an Opportunity gets created we need to move any notes that users entered on the Lead entity across on to the Opportunity. N52 Formula Manage

6 May 2013Business Rule Example

Business Rules Example #030 – Format Telephone Number

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is to format the main telephone number on the Account entity. The requirement is that if the phone number is 7 or 10 characters long we need to apply the formatting rule

23 April 2013Business Rule Example

Business Rules Example #029 – Advanced Set Owner of Account based on Text

A new knowledge base article has been published on our support portal. Scenario Overview In the previous sample we saw the following requirement that we had a 3rd party integration creating Account records within Dynamics CRM. This integration cannot set the ownerid field of the record but it can se

10 April 2013Business Rule Example

Business Rules Example #028 – Set Owner of Account based on Text

A new knowledge base article has been published on our support portal. Scenario Overview The business requirement here is that we have a 3rd party integration creating Account records within Dynamics CRM. This integration cannot set the ownerid field of the record but it can set a text field with th

28 March 2013Business Rule Example

Business Rules Example #027 – Sorting IP Addresses

A new knowledge base article has been published on our support portal. Scenario Overview This is a bit of a strange business requirement but a customer was storing IP addresses in there CRM system & they needed to create a view which sorted the IP Addresses.We decided the easiest way was to pad the

15 March 2013Business Rule Example

Business Rules Example #026 – Real Time Data Validation

A new knowledge base article has been published on our support portal. Scenario Overview This is a follow on scenario to xRM Formula #25 User Actioned Form Notifications. Its business scenario was that whenever a user opens an Account record or a user changes the category of a customer that you chec

4 March 2013Business Rule Example

Business Rules Example #025 – User Actioned Form Notifications

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement that whenever a user opens an Account record or a user changes the category of a customer that you check the value of outstanding Invoices for that customer. And

19 February 2013Business Rule Example

Business Rules Example #024 – Send Email to Access Team Members

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is to determine all the ‘Sales Team’ members of an Opportunity (i.e. an Access Team, new security feature in CRM 2013) & send them an Individual Email when the Opportuni

6 February 2013Business Rule Example

Business Rules Example #023 – Update Case with Email Body

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario when a user converts an Email to a Case you need to ensure that the description field (Body) from the Email is copied across without formatting to the newly created Case. This formula c

24 January 2013Business Rule Example

Business Rules Example #022 – Last Note Entered on a Lead

A new knowledge base article has been published on our support portal. Scenario Overview This business requirement sees a custom field on the Lead entity called ‘Last Note Entered’ which is a datetime field. This field is to be populated with the current datetime whenever a new note is created or up

11 January 2013Business Rule Example

Business Rules Example #021 – Copy Field from the Product to Quote Product record

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement to copy the field ’Standard Cost’ from the product entity record on to the ‘Quote Product’ record whenever the ’Quote Product’ is created. This is primarily used

31 December 2012Business Rule Example

Business Rules Example #020 – Rollups via Workflow – Total Open Opportunities

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement to set & continually update a custom field on the Account entity called ‘Total Open Opportunities’. This field is the sum of the estimated revenue field from all

18 December 2012Business Rule Example

Business Rules Example #019 – Regex for Formatting Telephone Numbers

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you need to format the main telephone number field of the Account entity. The format needs to look like this “207.555.3652”. This makes the phone number formatting consistent across all accounts

5 December 2012Business Rule Example

Business Rules Example #018 – Rollups – Total Open Opportunities

22 November 2012Business Rule Example

Business Rules Example #017 – Validate data entry of US States

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you need to validate that the user enters in a valid US state in its 2 character format. In previous versions of CRM you would normally just add a picklist with all the valid values but the new