Business Rules in MS CRM 2013

In the 2013 version of MS CRM, Microsoft introduced a very useful tool to non-developers aimed to allow businesses a more hands on approach to customization.  This allows businesses to meet their needs while gaining more productivity.  The following example shows how to calculate the GST based on the subtotal of the invoice.  In the past, you needed to know java script to make these kinds of rules.  However, now you can easily the CRM interface. Condition: Set the condition to trigger the action required.  In the example below we are looking to verify if the field subtotal has data in it. Action: You can run multiple actions like the insertion of new data or updates. In the sample below, I set the tax amount to calculate only the Canadian GST which is 5%.  I hope this tip is useful for you.  Stay tuned for more coming soon.

Abbes Rizk MBA PMP MCT