Select Page

The advanced business rules engine for Dynamics 365

One of the biggest costs on most Microsoft Dynamics 365/CRM or Power Platform projects is custom coding. This is where consultants or developers are invloved in writing 100’s if not thousand’s of lines of code in Javascript and/or C#.

The Formula Manager is a business rules engine that aims to transform this custom coding into simple formulas. It is significantly faster (up to 10 times) than writing custom code and you get the added bonus of lower cost updates if a business rule changes in the future (it is much faster and thus cheaper to change it using a Formula rather than custom code).

Key Features

500+ function library and Excel-like formula language

There are over 500 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 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 and 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.


Real-time results

Formulas are calculated in real time for every request, so they are guaranteed to always be up-to-date

Over 500 Excel-like Functions

Example: eligibility rules defined in Decision Table editor