Business Rule Example

304 posts.

9 November 2012Business Rule Example

Business Rules Example #016 – Deactivate or Activate Contact Records on Status Change of Account

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when an Account is deactivated all associated Contact records are also deactivated. Additionally, if the Account is subsequently reactivated then reactivate the

29 October 2012Business Rule Example

Business Rules Example #015 – Sending HTML formatted Quote emails with a table of products

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we would like to send nicely formatted quote emails to customers which contain the product line items and totals in a table. The out of the box method of running the Quote Report, saving as a PD

16 October 2012Business Rule Example

Business Rules Example #014 – Set a default price list for new Opportunities

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when a user creates a new Opportunity in the CRM system a default Price List is automatically set when the Opportunity is created. [Set the price List Lookup on

3 October 2012Business Rule Example

Business Rules Example #013 – Copy data from Account to Contact via onChange event

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when a user in on the contact entity and changes the parent account (Company) field then all the Contact Preferences details from the new parent account needs to

20 September 2012Business Rule Example

Business Rules Example #012 – Sync. Account Address with all Contacts – 1:N

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when an accounts address is updated you need to update all the related contact addresses with the same data. The scenario involves the synchronization of fields

7 September 2012Business Rule Example

Business Rules Example #011 – Check “is working day?” within process

A new knowledge base article has been published on our support portal. View this article in full on our support portal

27 August 2012Business Rule Example

Business Rules Example #010 – Delete Attachments Older than 3 Years

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is to remove any attachment in the CRM system if it is older than 3 years. N52 Formula Manager Solution The Formula Manager solution works like this, We create a formula

14 August 2012Business Rule Example

Business Rules Example #009 – Fulfilled Order – Decrement Quantity on Hand

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario when an order is marked as ‘Fulfilled’ we need to loop over each of the Order Line Items & decrement the ‘Quantity On Hand’ field on the product entity with the quantity on the Order line Item.

1 August 2012Business Rule Example

Business Rules Example #008 – Create Order Details from Price List

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when an order is created you need to loop over all the items in the associated price list & create an order detail record for each product. This is a typical req

19 July 2012Business Rule Example

Business Rules Example #007 – Set the start time on a Phone Call when record opened

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you are using the out of the box Phone Call entity and you have a business requirement that when a user opens a b record that you populate the ‘Actual Start‘ date with the current date & time.

6 July 2012Business Rule Example

Business Rules Example #006 – N:N Relationship Updates

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you have a custom entity called Training Course which has an N:N relationship with the Contact entity. It basically records each time a contact attends a training course. You need to implement a

25 June 2012Business Rule Example

Business Rules Example #005 – N:N Rollup – Count Many to Many Relationships 1

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you have a custom entity called Training Course which has a N:N relationship with the Contact entity. You need to implement a business rule (rollup) that will keep track of the count of Contacts

12 June 2012Business Rule Example

Business Rules Example #004 – Change Stage of a Business Process Flow

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you need to implement a business rule that will change the business process flow & stage on the opportunity entity when the estimated revenue of the Opportunity is set to less than $1,000. You c

30 May 2012Business Rule Example

Business Rules Example #003 – Calculate Days Open of Opportunity

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we needed to implement a business rule that will calculate the number of days between two dates on the Opportunity entity. The result of this calculation to be place into a field called Days Ope

17 May 2012Business Rule Example

Business Rules Example #002 – Geo Encode a set of Dynamics CRM Account Addresses

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you need to implement a business rule that will Geo-Encode all the addresses within your Microsoft Dynamics CRM Account entity. This involves using the data within the following fields on the ac

5 May 2012Business Rule Example

Business Rules Example #001 – AutoNumber

A new knowledge base article has been published on our support portal. Scenario Overview You need to generate an AutoNumber for the Account entity within the Account Number field. The format of the AutoNumber needs to meet the following requirements: Have a prefix of “Acc-“ Followed by a fixed nine-