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Dynamics 365 – Updates to Business Rules and Actions

Continuing with our posts regarding the recent release of Dynamics 365, next up are the changes Microsoft has added to Business Rules  Workflow Actions.  Additionally, head over to the CRM Roadmap site, or the CRM What’s New site to see more of the features that have recently gone live. 

Business Rules

Like Business Process Flows, Business Rule were introduced in CRM 2013, and have received some updates in the Dynamics 365 release.  First and foremost is the fact that Business Rules will utilize the new Visual Process Designer that was introduced with Dynamics 365.

For each component, as you’re building out the rule and adding in additional conditions and actions, you’ll see a text definition representation of your logic.  As your Business Rule is being built out, you can see the logic grow over time.

Also added with Dynamics 365, is a new “Show Recommendation” Action.  With this action, an icon will be added next to a field that will provide some information and show a message that the user can take action upon.  During definition of the Show Recommendation action, you provide the message to display along with the action that will occur if the user clicks on “Accept” on the recommendation. 

For example, if you have an Opportunity where the customer indicated the purchase timeframe is immediate, and their budget amount is > $50,000, then you may want to recommend having the salesperson update the Rating to Hot.

See below for how the Business Rules look in the new Visual Process Designer with the Recommendation action, and the text based representation of the rules.

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When on an Opportunity that meets the criteria of the Business Rule conditions, the recommendation will be displayed and if the user clicks on Apply, then the Action defined in the Show Recommendation component will be executed.  In this case, we are setting Rating to Hot.

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Additional Actions

Microsoft also added some new out of the box Actions that can be used in Processes (Workflows, Dialogs, and Actions). 

  • Add (Case) to Queue
  • Add user to Record Team
  • Apply Routing Rule (to Case)
  • Calculate Actual Value (of Opportunity)
  • Close Opportunity
  • Get Quote Products from Opportunity
  • Get Sales Order Products from Opportunity
  • Lock Invoice Pricing
  • Lock Sales Order Pricing
  • Qualify Lead
  • Remove User from Record Team
  • Resolve Incident
  • Resolve Quote
  • Revise Quote
  • Unlock Invoice Pricing
  • Unlock Sales Order Pricing

The following two Workflow Actions were existed before the release of Dynamics 365:

  • Set Process
  • Set Word Template

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While Microsoft hasn’t included workflows in the new Visual Process Designer (yet), these new actions will go a long way to allowing business analysts to extend the system without code.  The stage is also set for Microsoft to extend the functionality of the Visual Process Designer in an upcoming release to include the ability to more visually create and edit workflows.

Topics: Microsoft Dynamics 365 Microsoft Dynamics CRM Microsoft Dynamics CRM Online