Tag: CRM 2011

In a previous post I wrote about how the North52 Formula Manager solution can help you build some common customizations that would otherwise require writing Javascript for Dynamics CRM entity forms. The scenarios included:

• Setting default values for lookup fields
• Dynamically changing the field requirement level
• Displaying popup warnings
• Launching dialog process windows

This time I will show a few examples of the Formula Manager capabilities that would typically fall into the domain of writing C# plugin code to enhance the business logic of Dynamics CRM. Being a functional CRM consultant that doesn’t normally deliver a single line of code (at least for production environments), these scenarios would traditionally require me to hand over the task to a CRM developer. What we’re about to see is an alternative method of creating just formulas with the graphical tools available in the solution package to get the same job done.

Updating Opportunity, Quote, Order or Invoice Products

In Microsoft Dynamics CRM 2011 you can trigger workflow processes on the line items of Opportunities, Quotes, Orders or Invoices. This allows you to execute custom logic when, for example, new Quote Product rows are added for a Quote record. Unfortunately what you cannot do with standard workflows is to actually update the line item record itself.

Well, this surely looks like a dead-end for most of the use cases you could think of for triggering the workflow process in the first place. If I wanted to, for example, pull information from the selected Product record and save it on the Quote Product’s fields, such as product description, vendor details or a line item number to sort the quote rows, this apparently cannot be achieved with CRM’s workflow functionality.

Let’s look at how we can solve the problem with Formula Manager instead. In our scenario we would like the description field of the Quote Product record to be updated with the description field contents of the selected Product record. What we therefore need is a “Save – To Current Record” type of formula that is triggered on the Create & Update events of the Quote Product entity. We can limit the update events only to the Existing Product field by setting the Source Property value. The Target Property of our formula should be the Description field.

Finally, we need the actual formula that will feed the values from the related Product record into the Quote Product’s description field. To retrieve the description field contents we’ll use the FindValue function and tell it to search for a Product record that has the same productid as the existing product selected on the Quote Product record. While we’re at it, let’s also ensure that the Quote Product actually has an existing product instead of a write-in product by verifying the productid field contents with the ContainsData function. The end result will look like this:

if(ContainsData([quotedetail.productid]), FindValue(‘product’, ‘productid’, [quotedetail.productid], ‘description’),’NoOp’)

Now when we navigate onto a Quote and add a new Quote Product record underneath it, the description field will inherit the value from the related Product and display it directly on the Quote Product form (assuming you’ve made this default field visible on the form in the first place).

Not that much more complicated than building a workflow rule, just as long as you familiarize yourself with how the formulas work and how to format the parameters required by the functions.

Creating Line Items

Let’s proceed with exploring the world of line item records in the sales process. Updating existing records automatically is a nice capability to have for sure, but what about automating the complete process of creating the line items for an Opportunity, Quote, Order or Invoice? For example, if we wanted to ensure that there is always a standard Delivery Fee or other persistent item included whenever we’re creating an Order of a specific type (or for a specific customer group), then this is another area where the out-of-the-box functionality of Dynamics CRM workflows can’t be used, since new Order Product records cannot be created through a workflow rule.

With Formula Manager we have no such limitations in place, rather we are free to create any type of records we want with the CreateRecord function. The example formula below was actually provided to me by North52’s John Grace to demonstrate the solution’s functionality. The Save – Perform Action formula is attached to the Create event of an Order record, which in turn triggers the creation of a new Order Product record. The contents of this auto-created line item can be defined either directly in the formula or alternatively queried with the FindValue function familiar to us from the previous example.

CreateRecord(‘salesorderdetail’,
1,
‘salesorderid.salesorder.’ + [salesorder.salesorderid],
‘productid.product.’ + FindValue(‘product’, ‘name’, ‘Bike’, ‘productid’),
‘uomid.uom.’ + FindValue(‘uom’, ‘name’, ‘Primary Unit’, ‘uomid’),
‘quantity.10’
)

Now, as a limited time special offer, any new Order that we create (or a Quote that we convert) will get 10 Bike products added onto it with their unit price dynamically retrieved from the Price List selected on the Order. What a sweet deal!

Cloning Records

For a Dynamics CRM administrator these type of automated steps can be really handy in enforcing business rules and ensuring correct entry of data onto sales records. If we’d show them to your typical salesman, though, he might not be so impressed with this type of detailed process automation functionality.

“Sure, it looks like we could save a few clicks with these formulas. But here’s the deal: many of the quotations I make are practically identical. They contain the same line items every time, with only some variations in quantity and discounts given. What I’d really want to do is simply select a quote I’ve created for another customer and create a copy of it. You know, the “Save As” button that’s found in all the other Office applications. Why couldn’t CRM also have that? It would be a huge time saver for me.”

Ever had this kind of a discussion with your CRM users? If you have, then you’ll surely appreciate the fact that Formula Manager provides a Clone function that allows you to create a new copy of any existing record. Not only that, but the function also clones all the related 1:N & N:N records, which means you can create a copy of both the Quote and Quote Product line items with a single function!

To get an understanding of how the function could be leveraged in delivering the “Save As” functionality your sales users have been asking for so long, watch this video that demonstrates not only the formula in action but also how you can use the Ribbon Workbench to build a custom Clone button for the required entities.

Think these type of features would be useful to have in your Dynamics CRM organization? Then go ahead and grab the fully functional Standard Edition of Formula Manager that allows you to have 10 active formulas at a time, for test or production use.

North52 Formula Manager is a very interesting solution that promises to simplify the process of customizing and extending Dynamics CRM by offering a graphical toolkit to implement custom business logic that would otherwise require developing plug-ins in C# or adding Javascripts on the forms. Instead of writing custom code, the business logic can be configured through the N52 entities inside CRM, with the help of a Silverlight based editor to write formulas that check conditions, perform validations, update fields etc.

In this article I’ll show you a few simple examples of how a person with no coding skills can perform some customizations that go beyond the GUI tools that Dynamics CRM offers. I’ll use the opportunity entity to add some client side actions to make the sales process a more guided experience for the end user. You can grab the free Standard edition of Formula Manager and use it’s 10 available formulas to try out these examples in your own CRM environment, or watch some of the training videos from North52 that cover several other scenarios.

Default values

The sales records in Dynamics CRM contain a few fields that sometimes don’t deliver any added value to the user, but they still need to be filled for each record. One common example is the usage of the price list. If your organization only has a single valid price list at any given time, the CRM users would surely appreciate it if the system could automatically populate the lookup field with the default price list when creating a new opportunity.

This is a very simple formula where all we basically need to do is populate a lookup field with a static value. To get the GUID of the price list, open it’s form in a new IE window by pressing Ctrl+N and find the string like “3F2504E0-4F89-11D3-9A0C-0305E82C3301” from it. Then create a new N52 Formula record and define the formula type as Save – To Current Record. We’ll set the mode as Client Side Classic and set it to run on the Create event, as we want the price list field to be populated with the default value only once – when the user creates a new opportunity record. The source and target entities should both be set to opportunity, as we’re updating the current record. The source property in this case is the event that triggers the formula, so let’s select OnLoad to fill the field immediately when the form is opened. Finally, the target property should be the field that will be updated with the results of the formula, in this case Price List.

Different field types on the CRM form require different kinds of update procedures. Since we’re dealing with a lookup field and populating it as a client side event, let’s pick the SetClientSideLookup function from the N52 Formula menu and give it the required parameters of the entity name, record GUID and record display name:

SetClientSideLookup(‘pricelevel’, ‘5EF541AA-67B6-E211-93F7-08002719F2F4’, ‘Default List’)

Now we’ll just need to publish the formula and go test it out by creating a new opportunity record and verifying that the price list gets set to the record we wanted. In case you get an error prompt from N52 Formula Manager while opening the form, please revisit the formula record and verify that you’ve selected the correct options.

Required fields

Changing the requirement level of a field based on another field on the form is another common requirement. Let’s assume we have a simple sales process with three stages (picked up from the default CRM sample opportunity data): 1) Prospect, 2) Qualify, 3) Closing. We’ll use the Status Reason field’s (customized) values to drive the process and we want to enforce the following business rules:

• If stage = 2) Qualify then make Estimated Close Date field required
• If stage = 3) Closing then make Estimated Close Date and Estimated Revenue fields required

In the UI the user would see the requirement level change dynamically when he or she changes the Status Reason field value and clicks elsewhere or tabs out of it.

To achieve this feature with Formula Manager, we would build a formula that references the statuscode ID values and the schema names of the fields we want to set as required. Something like the following if-statements:

if(([opportunity.statuscode]=’2′), SetRequiredFields(‘estimatedvalue’), if(([opportunity.statuscode]=’3′), SetRequiredFields(‘estimatedvalue’, ‘estimatedclosedate’), SetNotRequiredFields(‘estimatedvalue’, ‘estimatedclosedate’)))

Basically what we do in the formula is first check for the stage 2, then stage 3 and finally use a default action for stage 1 to return the fields into not required status (so we also support moving backward in the stages). We’ll set the formula to run on the opportunity entity as a Client Side – Perform Action formula, tied to the source property of the Status Reason field, which effectively means it’s triggered with the OnChange event of that field as the user manipulates the form values. (more…)