CRM 2015 – Enhancements in creating business rules

Enhancements in creating business rules

In the initial release of business rules, you could only evaluate whether all conditions in a rule were true. In the upcoming release, you can use multiple logical expressions, with combined OR and AND operators, to define a more complex and rich business logic. With added support of the If-Else operators, creating branching logic is a simpler task. The business process flow branching capability is built on the new If-Else logic.

In addition, we will provide a capability to evaluate the business rules on the server. When you set the scope of the business rule at an entity level, the rule is evaluated on the server. In the previous release, we provided a simple declarative interface for you to apply form logic without writing JavaScript code. But, the rule logic was only evaluated in the clients that supported business rules, such as the CRM Web application or CRM for tablets. For the business rule logic that had to be evaluated on the server and applied to all clients you still needed to implement the plug-ins and run them on the server. With this release, you will be able to evaluate the business rules on the server and apply them to all clients without writing code. For example, you can move the logic for commonly used scenarios out of plug-ins into the entity-level business rules that you define in the CRM user interface. Also, the support for setting default values has been added to the business rules. For instance, if a company named Contoso does business only in the United States, a simple business rule can be implemented that on creation of an incoming lead, the country is automatically set to “U.S.A”.

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