Dynamics CRM 2015 now introduces the ability to add additional conditions into a single business rule, allowing us to maintain all the logic for a single rule in one place, rather than across several business rules.
You can see we now have a button at the bottom ‘Add Else’. If we click this a new CONDITION/ACTION block will be added.
We can leave the CONDITION blank, and this will act as an ELSE, meaning if the first condition is not met, this action will fire no matter what. Otherwise if we specify a condition, this will become an ELSE IF, and we will have the option to add an additional ELSE below this.
We can repeat this as many times as we need to, creating as many ELSE IF’s as is required for this rule. I’ve added a few more conditions for if the Rating is ‘Cold’ to set Probability to 20, and finally an ‘ELSE’ which sets it to 0 if there is no Rating set for some reason.
Once we’re done we can activate the rule and test it out.
When creating a new Opportunity, straight away we can see the Probability is set to 60 since the Rating is Warm by default.
If we change the Rating to Hot or Cold the Probability will be updated based on our rules.