Customizing CRM is expensive and complicated. CRM Rules 2013 Basic Version lets you easily configure dynamic form behavior by simply entering your criteria into the CRM Rules forms. No coding required. CRM Rules takes Microsoft’s Business Rules to a new level.
Admin and Advanced versions also available with far more capabilities. See Brochure for what's included in each version.
Benefits over Microsoft Business Rules:
- Allows for IF, THEN, or ELSE rules (no ELSE in Business Rules)
- Reuse conditions or actions multiple times without having to reenter them like in Business Rules
- Stores your rules in a searchable database for easy editing and preservation of institutional knowledge
Upgrade to Admin or Advanced Suites for more rule types, including Count Children, Filtered Lookup, Return Value, Clone, and more. See Product Brochure for capabilities in each version.
Features :
CRM Rules 2013 is fully integrated into Microsoft Dynamics CRM 2013. It includes all the capabilities of Business Rules, plus more, for free. Rule types include the following:
- Show Field
- Hide Field
- Set Field Value
- Set Field to Other Field Value
- Set Field To Mathematical Formula
- Required Fields
- Alert
- Disable Field
- Enable Field
All rules are able to use IF/THEN/ELSE actions as well as 'OR' actions.
More capabilities available in Admin and Advanced versions - see brochure or our website for for more info.
CRM Rules 2011 is also available to give Business Rules capabilities to CRM 2011.
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