I have a client that wants me to add a couple fields to their Contacts page that will indicate if this contact is in a Disadvantaged Community (DAC) and if the contact is considered Hard To Reach (HTR).
They sent me a list of the Zip Codes that they consider DAC. I have created a new entity to hold that information. Then they sent me a set of IF THEN used for the final determination. These IF THEN calculations reference 5 different fields. Three of the fields have been created on the Contacts page, the other two are on the newly created Entity with the Zip Codes.
Here is what they sent me for the logic to determine the DAC and HTR Statuses (I did not create these, this is what they sent me)
DAC/HTR Gen Proc Logic
HTR Logic:
App.Program_Code = "HTR" IF:
- Premise Zip Code = "Disadvantaged Community Zip Codes" AND
- App.Primary_Language = "YES" OR
- app.Number_Employees = "1-10" OR
- app.Rent_Or_Own = "Rented or Leased"
OR
- Premise Zip Code <> "Disadvantaged Community Zip Codes" AND = "Metro LA Zip Codes" AND
- App.Primary_Language = "YES" AND
- app.Number_Employees = "1-10" AND
- app.Rent_Or_Own = "Rented or Leased"
OR
- Premise Zip Code <> "Disadvantaged Community Zip Codes" AND <> "Metro LA Zip Codes"
AND
- App.Primary_Language = "YES" OR
- app.Number_Employees = "1-10" OR
- app.Rent_Or_Own = "Rented or Leased"
DAC Logic:
App.Program_Code = "DAC" IF
- Premise Zip Code = "Disadvantaged Community Zip Codes" AND
- App.Primary_Language = "No" AND
- app.Number_Employees = "10+" AND
- app.Rent_Or_Own = "Owned"
Non-DAC/HTR Logic:
App.Program_Code = "Non-DAC/HTR" IF:
- Premise Zip Code <> "Disadvantaged Community Zip Codes" AND <> "Metro LA Zip Codes"
AND
- App.Primary_Language = "No" AND
- app.Number_Employees = "10+" AND
- app.Rent_Or_Own = "Owned"
OR
- Premise Zip Code <> "Disadvantaged Community Zip Codes" AND = "Metro LA Zip Codes" AND
- App.Primary_Language = "No" OR
- app.Number_Employees = "10+" OR
- app.Rent_Or_Own = "Owned"
I worked with Dynamics NAV (on-prem) for a decade at a previous employer and I could have come up with a solution creating a couple of custom views on the SQL server and adding a couple of fields to the form, but I now I am working with Dynamics CRM in the cloud and I just feel like I don't have any of the tools I used previously.
Questions:
(1) Can I create a simple lookup on the Contact Page that will look at the Contacts Zip Code, and look that up on the new Entity with the Zip Codes and bring back the simple "Yes" or "No" from that Entity as to whether that Zip Code is considered (DAC)?
(2) How do I create an IF THEN statement that will reference multiple fields to determine how the contact should be flagged?
I have done lookups that can pull a sub-grid onto the Contact page, but I need to do actual calculations, not just display data. Need some guidance on this one.
Thank you so much in advance!
Steven R. Hoag
Microsoft Dynamics CRM Business Analyst
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Steven Hoag
Dynamics CRM Business Analyst
ICF
Fairfax VA
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