Managing Rules and Calculations in CRM….without JavaScript!

Microsoft Dynamics® CRM provides the Workflow Editor to manage simple rules, but it does not provide a business user-friendly way to manage complex rules and calculations. Managing complex rules and calculations in Microsoft Dynamics CRM generally means JavaScript, which is difficult to code and manage over time.

There is a new way to manage even the most complex rules and calculations in Microsoft Dynamics CRM without JavaScript: InRule®for Microsoft Dynamics CRM.

This 30 minute On Demand webinar will demonstrate how you can create and manage rules and calculations in Microsoft Dynamics CRM without JavaScript, using the familiar scenario of an Upsell and Cross-Sell campaign.

Jim Wray, Director of Product Management will show how you can create and manage rules to:

  • Select CRM data—such as demographics, purchase history, and product promotions—to use in campaigns
  • Recommend products
  • Generate automated scripts
  • Generate personalized emails, letters, and documents
  • Update rules based on changes in your business

Request the Presentation