WEBVTT 

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>> I THINK WE'RE GOING TO GO AHEAD 

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AND KICK THIS OFF. WELCOME TO INNOVATING 

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THE INTRP. ENTERPRISE MY NAME IS 

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MARK LONSWAY AND TO MY RIGHT, JOSH 

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ELLSDER. >> THIS INITIALING BUM 

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BLING AROUND IS KIND OF LETTING 

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ME GET IT OUTS OF THE WAY. WITHOUT 

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FURTHER ADO, INRULE TECHNOLOGY IS 

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A DECISION PLATFORM. A FEW YEARS 

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AGO, YOU MIGHT HAVE KNOWN US BY 

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THE NAME OF A BUSINESS RULES ENGINE. 

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OUR MISSION AND GOALS IS TO BRING 

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AUTOMATION TO BRING OUR GOALS TO 

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THE ENTERPRISE TO EVERYBODY. WITH 

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DYNAMICS 365, IT IS IMPORTANT TO 

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CIEM IN MIND THAT INRULE IS A LANGUAGE 

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AGNOSTIC PLATFORM THAT IS. YOU CAN 

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RETURN THROUGH WITH ASK DYNAMICS, 

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SALES FORCE, THERE IS A LOT OF WAYS 

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TO CONNECT INRULE BUT TODAY WE'RE 

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GOING TO CONNECT WITH DYNAMICS AND 

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FLOW. HERE ARE SOME OF OUR CUSTOMERS. 

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I'M NOT SHOWING THIS TO BRAG. OUTER 

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PEOPLE HAVE MORE CUSTOMERS AND SUCH 

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BUT THE WIDE RANGE OF INDUSTRIES 

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WE HAVE CUSTOMERS IN. FINANCE, HEALTH 

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CARE, INSURANCE, UNDERWRITING, ALL 

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THESE DIFFERENT SECTORS AND THEY 

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ALL FIND DIFFERENT USES FOR OUR 

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PLATFORM. WITHIN EACH INDUSTRY AND 

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PLATFORM OF COURSE THERE ARE SOMETH 

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SEGMENTS THAT SHOW OVERLAP. A LITTLE 

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BIT ABOUT WHERE YOU OUGHT TO BE 

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ABLE TO GET VALUE OUT OF OUR PRODUCT. 

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>> AS JOSH JUST MENTIONED THAT'S 

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JUST THE NATURE OF THE DECISION 

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PLATFORM IS IT'S A HORIZONTAL PLATFORM 

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THAT CAN BE APPLIED TO MANY, MANY 

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BUSINESS PROCESSES. TODAY WE ARE 

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GOING TO DRAW UPON SOME OF THE BEST 

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PRACTICES THAT WE HAVE SEEN WORKING 

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WITH INSURANCE COMPANIES SO IT'S 

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INSURANCE, QUOTE PRICING IS WHAT 

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WE'RE GOING TO EXPLORE TODAY. I 

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KNOW IT'S A SUPEREXCITING TOPIC 

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BUT WE'LL TRY TO MAKE IT SASS EXCITING 

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AS POSSIBLE. THIS IS OUR BAD CLIP 

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ART REPRESENTATION OF WHY QUOTE 

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PRICING IS COMPLEX. AND REALLY WHAT 

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IT COMES DOWN TO IS FOR A HEALTH 

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CARE POLICY YOU HAVE A WHOLE FAMILY 

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AND FAMILY MEMBERS THAT ARE TRYING 

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TO CHOOSE BETWEEN DIFFERENT HEALTH 

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CARE PRODUCTS. AND EACH ONE OF THOSE 

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HEALTH CARE PRODUCTS HAS A NUMBER 

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OF BENEFITS. AND THIS PRICING HAS 

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TO OCCUR ACROSS ALL OF THESE DIFFERENT 

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ATTRIBUTES, ACROSS ALL THESE DIFFERENT 

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LEVELS. HAS TO COME TOGETHER AND 

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BUBBLE UP A PRICE FOR OVERALL HEALTH 

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PLANS. NEXT. SO THERE IS ANOTHER 

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LOOK AT THAT PROCESS FLOW. AND YOU 

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SEE THERE IS A LOT OF ITERATION. 

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THIS IS WHERE WE'RE GOING ACROSS 

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THOSE LEVELS FOR ELIGIBILITY RULES 

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AND PRICING RULES. AND WHAT WE TRY 

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TO DO WITH OUR RESUMES ENGINE AND 

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WE CAN KICK IN WITH THE NEXT ONE, 

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IS THAT THIS IS ONE OF THE PRACTICES 

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WE REALLY TRY TO EXTOL TO OUR CLIENTS, 

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TO SEGREGATE, WHY WITH ANY BUSINESS 

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PROBLEM AT THE END OF THE DAY, YOUR 

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CORE LOGIC PROBLEM YOU WANT TO KEEP 

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THAT MANAGEABLE. >> THAT'S RIGHT. 

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FOR TODAY WE'RE GOING TO FOCUS ON 

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A COUPLE OF IDEAS HERE. LET'S TALK 

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ABOUT THIS ENTITY STRUCTURE WE'RE 

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GOING TO BE FOCUSED ON. WHEN WE 

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TALK ABOUT ROOT ENTITIES WHAT I'M 

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TALKING ABOUT ASK OUR DOMAIN ARTICLES 

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AGGREGATE ROOT. WHAT IS THE FOCUS 

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OF THE DATA THAT THE OPERATION IS 

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GOING TO BE PERFORMING? SO OUR OPPORTUNITY 

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IS OUR ROOT ENTITY HERE. OUR ACCOUNTING 

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CONTACTS ARE GOING TO REPRESENT 

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THE SUBSCRIBERS FAMILY FOR THIS 

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HEALTH INSURANCE PLAN. THE PRODUCTS 

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AND PRICE LIST IN DYNAMICS ARE GOING 

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TO BE HEALTH PLAN AND BEFORE CONFIGURATION, 

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THAT UNIQUE WHY COMBINATION. THE 

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QUOTE ITSELF WILL BE ONE PER HEALTH 

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PLAN. BUT THE IDEA IS CUSTOMERS 

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DON'T GO TO GET HEALTH INSURANCE 

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AND SAY, I WANT TO SEE WHAT IT COSTS 

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FOR ONE THING, BUT A RANGE OF PLANS 

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AND BENEFITS. AND FINALLY, THE QUOTE 

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LINE HERE IS GOING TO REPRESENT 

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EACH COMBINATION OF BENEFIT AND 

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FAMILY MEMBER. LIKE MARK SAID IT 

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SEEMS LIKE QUOTING AND PRICING IS 

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A BIT COMPLEX. >> INDEED, LET'S 

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TRY TO DEMYSTIFY IT. SO ON TO THE 

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DEMO. AS JOSH MENTIONED, WE'VE DONE 

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THIS ACROSS A NUMBER OF CLIENTS. 

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AND INVARIABLY THEY ALL HAVE THEIR 

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OWN SPECIAL CONCERNS. SO WE KNOW 

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WE COULD USE THE INTERNAL PRODUCT 

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CONFIGURATION, WITHIN DYNAMICS, 

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THE NATAL OF PRODUCT ENTITIES AND 

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PRICE MORRIS. AND WE COULD APPLY 

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THAT TO -- AND PRICE LIST. WE COULD 

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APPLY THAT, BUT THE MAIN SLINK PRICING 

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IS COMPLEX. AND THE PRICE LISTS 

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WITHIN DYNAMICS ARE FAIRLY STATIC. 

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SO THAT'S WHERE THE DECISION ENGINE 

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COMES IN. WE'RE GOING TO JUMP INTO 

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THE FOUR STEPS WE SHOWED IN THE 

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PROCESS. THOSE ARE REPRESENTED BY 

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RULES SET. THE RULES BUTTON WHAT 

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YOU GET, YOU'LL GET THAT RUN RULES 

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BUT TOP AVAILABLE ON EACH ONE OF 

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YOUR ENTITY SCREENS. THE FIRST RULE 

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SET, MOST SPLIS TICK RULES, CHECK 

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FOR OPPORTUNITY FIELDS, LET'S CHECK 

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THAT OUT. SO WE'RE RUNNING THAT, 

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YOU SEE IT FIRED OFFER. WHAT WE 

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ARE FIRING AT THIS TIME IS A VALIDATE 

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OPPORTUNITIES RULES SET. SUPERSIMPLE 

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RULES, CHECKING FOR A PRICE LIST 

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THAT'S REQUIRED, ACCOUNT THAT'S 

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REQUIRED, ACCOUNT SO ON. WHAT WE 

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GOT IS A COUPLE OF HITS HERE. WE 

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ARE MISSING SOME INFORMATION, WE'RE 

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GOING TO HAVE TO FIX THIS RERUN 

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THIS. SO JOSH GOING TO SEND AN ESTIMATED 

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CLOSE DATE. THAT WAS ONE OF THE 

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VALIDATION RULES AND THEN THE PRICE 

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LIST. AND BY THE BY, IF YOU HAVE 

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A NOTE, WE ARE GOING TO RUN THIS 

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FOR THE SIMPSONS FAMILY. >> WHAT 

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BETTER WAY TO REPRESENT THE TYPES 

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OF BENEFITS AND PLANS THAN USING 

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THE SIMPSONS. >> INDEED. JOSH DID 

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SET THAT PRICE LIST WHICH WAS REQUIRED. 

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DID YOU WANT TO DRILL INTO THAT 

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RIGHT NOW? >> SURE AM. LET'S TAKE 

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A LOOK. >> IF YOU GO DOWN TO THE 

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PRODUCTS THAT'S WHERE WE HAVE THE 

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DIFFERENT PRICE LIST ITEMS REPRESENTED 

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FOR ALL THE DIFFERENT BENEFITS AND 

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COVERAGES THAT ARE AVAILABLE FOR 

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THESE PRODUCTS. THIS IS JUST A MOCKUP 

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OF A COUPLE OF DIFFERENT HEALTH 

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INSURANCE PLANS HOW THEY WOULD BE 

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REPRESENTED IN DYNAMICS. SO JUNCH 

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BACK AND WE'LL RUN REVALIDATION. 

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>> THERE'S NO PRICES, THOUGH, SHOULDN'T 

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THERE BE PRICES? >> NOT UNTIL WE 

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VALIDATE. I SEE WHAT YOU'RE SAYING 

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JOSH, WHY THE RULES ENGINE AND THE 

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DECISION ENGINE ARE USED TO COMPUTE. 

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I'LL FOLLOW YOUR LEAD-INS AT ONE 

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POINT IN TIME. ALL RIGHT SO WE GOT 

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IT TO VALIDATE? >> YES. >> NOW WE'RE 

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GOING TO MOVE ON TO THE NEXT THING. 

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WE'VE BROKEN THESE FOUR STEPS OUT 

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OF AND THEY ARE EACH RELEVANT, VERY 

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RELEVANT TO THE PROCESS BUT WE WANT 

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TO BREAK THEM OUT FOR DEMO PROCESS. 

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CREATE QUOTES IS THE NEXT ONE AND 

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WHAT THAT'S GOING TO DO IS GOING 

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TO TAKE THOSE PRODUCT -- ALL THAT 

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PRODUCT CONFIGURATION INFORMATION 

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AND GENERATE QUOTES AND QUOTE LINES 

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FOR EACH HEALTH PLAN. SO RIGHT NOW 

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WE ONLY HAVE TWO HEALTH PLANS IN 

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HERE AND WE'RE GOING TO GENERATE 

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THOSE. AND GET THEM PREPARED FOR 

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ELIGIBILITY AND PRICING. THESE ARE 

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THE RULES THAT GOVERN THAT. I MISSED 

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MY OPPORTUNITY. >> SURE DID. >> 

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NASA WHERE IT'S ITERATING THROUGH 

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THOSE PRICE QUOTES. THIS IS USING 

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OUR OFFERING TOOL. ALL CONNECTED 

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TO DYNAMICS, ALL SPEAKING IN THE 

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DYNAMICS ENTITIES AND FIELDS AND 

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YOU'RE ABLE TO WRITE THIS LOGIC 

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DIRECTLY AGAINST THAT. HERE WE GOT 

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OUR QUOTES CREATED AND WE HAVE ONE 

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QUOTE FOR THE SPRINGFIELD PREFERRED 

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PLAN, THAT WOULD BE THE IDEAL CADILLAC 

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PLAN TO GET INTO AND THEN CRUSTY 

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COVERAGE QUOTE, NOT SO IDEAL. EVENTUALLY 

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SEE WHAT THE PRICING ENDS UP LOOKING 

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LIKE FOR THOSE. NEXT IN LINE IS 

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OUR ELIGIBILITY. AND THIS IS GOING 

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TO DETERMINE, IS THE FAMILY AND 

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ALL THE FAMILY MEMBERS ARE THEY 

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ELIGIBLE FOR THESE GIVEN PLANS? 

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AND THE RULES WE HAVE AVAILABLE 

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FOR ELIGIBILITY, THAT IS ONE CLICK 

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DOWN IN THE QUOTE LINE. >> EXCUSE 

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ME. >> JUST A COUPLE OF BASIC ELIGIBILITY 

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RULES. FROM OUR EXPERIENCE WITH 

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INSURANCE COMPANIES THIS IS WHERE 

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THINGS GET VERY INTERESTING. THE 

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DIFFERENT TYPES OF ELIGIBILITY RULES 

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THAT THEY HAVE IN THEIR BUSINESS 

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PROCESSES. THEY CAN GET VERY ARCANE 

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AND CRYPTIC. AND HERE WE HAVE JUST 

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A COUPLE OF REPRESENTATIVE ONES. 

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AN OCCUPATION, HIGH RISK OCCUPATION 

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RULE THAT'S GOING TO NEGATE THEM 

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FROM VARIOUS POLICIES, ABMI RULE, 

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CERTAIN POLICIES WILL ONLY ALLOW 

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CERTAIN LEVELS OF HEALTH AND FITNESS. 

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SEE IF WE GOT A FEW HITS, WE DID? 

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ALERTS ONE FOR BMI AND THIS IS ON 

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HOMER, OF COURSE. >> SAY IT AIN'T 

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SO! >> THAT'S OUR GUY. HE GOT BMI 

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AND THE HIGH RISK OCCUPATION RULE. 

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WE COULD CHANGE THIS, SAY MAYBE 

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WE WANT TO BEND THE POLICY BUT JUST 

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FOR BREVITY SAKE, NOT THAT ANY INSURANCE 

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COMPANY WOULD DO THIS -- >> HOMER 

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IS GOING TO CHANGE HIS LIFE. >> 

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EXACTLY. HE'S GOING TO HIT THE GYM, 

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LOWER HIS BMI, HE WAS NEVER A NUCLEAR 

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ENGINEER IN THE FIRST PLACE SO WE'RE 

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GOING TO CALL HIM A NUCLEAR FER 

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NUCLEAR CUSTODIAN AND TAKE THE BMI, 

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DROP THAT DOWN. THE ORIGINAL RULE 

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WAS BMI GREATER THAN OR EQUAL TO 

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30. WE'LL DROP THAT UNDER THAT THRESHOLD. 

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>> HE HAS MODEST GOALS. IT'S IMPORTANT. 

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>> LET'S GET THEM RERUN. WE HAVE 

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TO CLOSE OUT OF THAT. SO WE'LL MAKE 

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SURE THE FAMILY IS ELIGIBLE AND 

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THAT WE'LL BE ABLE TO MOVE ON TO 

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PRICING BOTH HEALTH PLANS AFTER 

241
00:10:26.868 --> 00:10:28.587
WE GET A CLEAR ELIGIBILITY WHICH 

242
00:10:28.587 --> 00:10:30.850
WE HAVE. SO THE RULES ENGINE, YOU 

243
00:10:30.850 --> 00:10:34.367
CAN KEEP FIRING THESE RULES. YOU 

244
00:10:34.367 --> 00:10:36.382
HAVE COMPLETE AUTONOMY FOR WHAT 

245
00:10:36.382 --> 00:10:38.798
RULES YOU WANT TO EXPOSE TO THIS 

246
00:10:38.798 --> 00:10:41.050
BUTTON. WHAT RULE SETS YOU WANT 

247
00:10:41.050 --> 00:10:43.393
TO OFFER THROUGH TOOL AND SURFACE 

248
00:10:43.393 --> 00:10:44.914
OUT THROUGH DYNAMICS. LET'S HIT 

249
00:10:44.914 --> 00:10:47.109
THE LAST ONE, CALCULATE PRICING. 

250
00:10:47.109 --> 00:10:49.332
THAT'S DOING THE HEAVY LIFTING HERE 

251
00:10:49.332 --> 00:10:52.000
AND BY NATURE INSURANCE PRICING 

252
00:10:52.000 --> 00:10:54.176
IS HEADY BUSINESS. REQUIRES RATE 

253
00:10:54.176 --> 00:10:56.180
TABLES ACROSS AT THE POLICY LEVEL, 

254
00:10:56.180 --> 00:10:59.300
IT REQUIRES RATE TABLES AT THE BENEFIT 

255
00:10:59.300 --> 00:11:01.330
LEVEL. THOSE ARE GOING ACROSS DIMENSION 

256
00:11:01.330 --> 00:11:05.055
HE OF AGES, AND DIMENSIONS OF, YOU 

257
00:11:05.055 --> 00:11:07.262
KNOW, AND ANY OTHER ATTRIBUTES THAT 

258
00:11:07.262 --> 00:11:08.575
ARE AVAILABLE FOR DESCRIBING THAT 

259
00:11:08.575 --> 00:11:10.297
HEALTH PLAN. SO RIGHT HERE WE HAVE 

260
00:11:10.297 --> 00:11:12.107
A COUPLE OF BASIC RATE TABLES AND 

261
00:11:12.107 --> 00:11:14.017
THEN WE GET INTO OUR DISCOUNT RULES 

262
00:11:14.017 --> 00:11:17.813
AND THE IDEA IS TO MAKE THIS LOGIC 

263
00:11:17.813 --> 00:11:20.078
READ JUST AS NATURAL AS YOUR BUSINESS 

264
00:11:20.078 --> 00:11:21.395
REQUIREMENTS WOULD BE. AND THAT 

265
00:11:21.395 --> 00:11:22.486
IS CERTAINLY ONE OF THE STRENGTHS 

266
00:11:22.486 --> 00:11:25.408
OF THE TOOL. SO WE HAVE SOME FAMILY 

267
00:11:25.408 --> 00:11:27.535
DISCOUNT RULES, SOME BENEFIT LEVEL 

268
00:11:27.535 --> 00:11:29.101
DISCOUNT RULES. SO WHEN THERE'S 

269
00:11:29.101 --> 00:11:30.348
A COMBINATION OF BENEFITS YOU CAN 

270
00:11:30.348 --> 00:11:32.162
APPLY A DISCOUNT IN THAT REGARD 

271
00:11:32.162 --> 00:11:34.631
AND THAT'S WHERE WE HAVE THIS VISION 

272
00:11:34.631 --> 00:11:38.005
AND DENTAL RULE. SO IT'S REALLY 

273
00:11:38.005 --> 00:11:39.618
CHECKING ACROSS A WHOLE VARIETY 

274
00:11:39.618 --> 00:11:41.292
OF ATTRIBUTES FOR THIS HEALTH PLAN 

275
00:11:41.292 --> 00:11:44.212
AND COMING UP WITH THESE DISCOUNTS. 

276
00:11:44.212 --> 00:11:46.328
SO LET'S GO AHEAD AND FIRE OFF THAT 

277
00:11:46.328 --> 00:11:49.155
PRICING AND WE DID GET IT TO COME 

278
00:11:49.155 --> 00:11:53.998
BACK HERE AND WE PRICED THE SPRINGFIELD 

279
00:11:53.998 --> 00:11:56.116
AT $18, 000 WITH A DISCOUNT OF $3, 

280
00:11:56.116 --> 00:11:57.812
000. THERE WERE A NUMBER OF THE 

281
00:11:57.812 --> 00:11:58.973
DISCOUNT RULES THAT WERE HIT AS 

282
00:11:58.973 --> 00:12:02.099
A PART OF THAT. NOT SO MUCH AT THE 

283
00:12:02.099 --> 00:12:05.614
CRUSTY COVERAGE AT $11, 000. THE 

284
00:12:05.614 --> 00:12:08.244
SIMPSONS REALLY WANT THE SPRINGFIELD 

285
00:12:08.244 --> 00:12:09.651
PREFERRED, THEY WANT TO BRING IT 

286
00:12:09.651 --> 00:12:11.168
DOWN A LITTLE BIT AND PURSUE THE 

287
00:12:11.168 --> 00:12:12.728
OPTIONS FOR DOING THAT. ONE OF THE 

288
00:12:12.728 --> 00:12:14.494
MAIN ONES WE HAVE IS SOME OF THE 

289
00:12:14.494 --> 00:12:15.996
PROPERTIES THAT WE SET UP FOR THE 

290
00:12:15.996 --> 00:12:18.426
HEALTH PLAN USING DYNAMICS, BUILT 

291
00:12:18.426 --> 00:12:20.142
IN PROPERTIES, WITH THEIR PRODUCTS. 

292
00:12:20.142 --> 00:12:23.014
YOU CAN EXPOSE ALL THIS INSURANCE 

293
00:12:23.014 --> 00:12:24.465
SPECIFIC PROPERTIES THEN. SO IF 

294
00:12:24.465 --> 00:12:27.895
WE GO JUMP INTO THE SPRINGFIELD 

295
00:12:27.895 --> 00:12:30.208
PREFERRED IT'S UP AT THE TOP FOR 

296
00:12:30.208 --> 00:12:31.925
HOMER, THAT'S RIGHT, WE WERE GOING 

297
00:12:31.925 --> 00:12:35.460
TO GO THROUGH LISA. I JUMPED AHEAD 

298
00:12:35.460 --> 00:12:38.173
OF THERE. >> NO WORRIES. >> WE WERE 

299
00:12:38.173 --> 00:12:39.571
GOING TO CHECK WHERE SOME OF THE 

300
00:12:39.571 --> 00:12:41.180
DISCOUNTS GOT GENERATED FROM LISA. 

301
00:12:41.180 --> 00:12:43.759
AND WHERE WE GOAT THE VISION DENTAL 

302
00:12:43.759 --> 00:12:46.119
COMBINATION. WE GOT THE SECOND CHILD 

303
00:12:46.119 --> 00:12:48.648
DISCOUNT. AND ALL OF THIS PRICING 

304
00:12:48.648 --> 00:12:51.157
BUBBLED UP TO THE TOTAL HEALTH PLAN 

305
00:12:51.157 --> 00:12:52.871
PRICING. SORRY, I KIND OF JUMPED 

306
00:12:52.871 --> 00:12:56.493
ON THAT ONE. >> VANNA WHITE HAS 

307
00:12:56.493 --> 00:13:01.916
TO DEAL WITH THIS EVERY DAY I FEEL 

308
00:13:01.916 --> 00:13:03.705
LIKE SO LEAST OF ALL I CAN ROLL 

309
00:13:03.705 --> 00:13:06.406
WITH IT. YOU CAN'T ALWAYS CHOOSE 

310
00:13:06.406 --> 00:13:09.630
WHO DOES THIS FOR YOU. >> IF WE 

311
00:13:09.630 --> 00:13:10.750
GO BACK TO THE PROPERTY WE'RE GOING 

312
00:13:10.750 --> 00:13:18.913
TO GO AHEAD AND RERUN THIS. WE WANT 

313
00:13:18.913 --> 00:13:22.336
TO GET TO THE PROPERTIES. >> POMGZ, 

314
00:13:22.336 --> 00:13:25.977
THOUGHT I WAS GETTING IT -- APOLOGIZE, 

315
00:13:25.977 --> 00:13:28.183
THOUGHT I WAS GETTING IT ALL OUT 

316
00:13:28.183 --> 00:13:31.201
OF THE WAY THE FIRST TIME. >> PREFERRED. 

317
00:13:31.201 --> 00:13:34.714
>> THERE WE GO. >> HOMER FOR SPRINGFIELD 

318
00:13:34.714 --> 00:13:37.245
PREFERRED, HE'S THE PRIMARY SUBSCRIBER. 

319
00:13:37.245 --> 00:13:43.540
IT IS TON EDIT LINK THERE JOSH. 

320
00:13:43.540 --> 00:13:46.653
AND THIS IS WHERE WE EXPOSE A KIM 

321
00:13:46.653 --> 00:13:50.660
OF PRODUCTS, WE DEFINE THIS BY USING 

322
00:13:50.660 --> 00:13:51.844
DYNAMIC CONFIGURATION. SO ESSENTIALLY 

323
00:13:51.844 --> 00:13:54.754
IT IS DYNAMIC'S VERY FLEXIBLE PRODUCT 

324
00:13:54.754 --> 00:13:56.672
CONFIGURATION THAT WE CAN ASSUME 

325
00:13:56.672 --> 00:13:59.299
WITH THE DECISION ENGINE WHICH IS 

326
00:13:59.299 --> 00:14:00.760
INCREDIBLY FLEXIBLE. SO WE'RE GOING 

327
00:14:00.760 --> 00:14:02.627
TO SWITCH THIS TO 2500 AND THAT'S 

328
00:14:02.627 --> 00:14:03.991
GOING TO BRING THAT RATE DOWN A 

329
00:14:03.991 --> 00:14:06.254
LITTLE BIT. SO IF WE CLOSE THIS 

330
00:14:06.254 --> 00:14:08.368
OUT AND WE'LL RERUN THIS QUOTE AT 

331
00:14:08.368 --> 00:14:10.683
THIS QUOTE LEVEL. BEFORE WE WERE 

332
00:14:10.683 --> 00:14:12.898
RUNNING AT THE OPPORTUNITY LEVEL 

333
00:14:12.898 --> 00:14:15.414
SO AGAIN RULES ARE EXPOSED AT ALL 

334
00:14:15.414 --> 00:14:17.434
THE DIFFERENT LEVELS AND WE CAN 

335
00:14:17.434 --> 00:14:19.249
SEE SOME BETTER FIDELITY FORECAST 

336
00:14:19.249 --> 00:14:20.967
BACK. CAN YOU POP UP THAT TABLE 

337
00:14:20.967 --> 00:14:22.877
AND WE'LL TAKE A QUICK LOOK AT WHAT 

338
00:14:22.877 --> 00:14:26.085
THIS IS GOING TO DO. HERE'S WHERE 

339
00:14:26.085 --> 00:14:29.129
WE CHANGED THAT DEDUCTIBLE IN THE 

340
00:14:29.129 --> 00:14:30.393
DECISION TABLE AND BEFORE IT WAS 

341
00:14:30.393 --> 00:14:33.352
GOING TO USE A AN 11, 000 BASE RATE. 

342
00:14:33.352 --> 00:14:35.976
IT IS NOW GOING TO USE A 9500 BASE 

343
00:14:35.976 --> 00:14:38.306
RATE. SO WE'LL SEE IF IT CAME BACK 

344
00:14:38.306 --> 00:14:40.624
USING THAT BASE RATE. AND IT ACTUALLY 

345
00:14:40.624 --> 00:14:44.458
DID. AND WE KIND OF GOT A BETTER, 

346
00:14:44.458 --> 00:14:46.976
A MORE DETAILED ARRAY OF NOTIFICATIONS 

347
00:14:46.976 --> 00:14:50.353
HERE. BECAUSE WE EXPOSE THESE MESSAGES 

348
00:14:50.353 --> 00:14:52.369
FROM OUR RULES, WE EXPOSE THEM, 

349
00:14:52.369 --> 00:14:55.091
WE SAY HEY, WHEN WE RUN AT THE QUOTE 

350
00:14:55.091 --> 00:14:56.948
LEVEL WE WANT TO SEE ALL THIS ADDITIONAL 

351
00:14:56.948 --> 00:14:59.520
DETAIL. IT WOULD BE TOO MUCH NOISE 

352
00:14:59.520 --> 00:15:01.609
IF WE SHOWED THIS AT THE OPPORTUNITY 

353
00:15:01.609 --> 00:15:03.345
LEVEL. AT THE QUOTE LEVEL WE'LL 

354
00:15:03.345 --> 00:15:04.657
BRING BACK ALL THIS INFORMATION. 

355
00:15:04.657 --> 00:15:06.616
WE HAVE THE BASE RATE, ALL THE DISCOUNTS 

356
00:15:06.616 --> 00:15:08.830
THAT ARE APPLIED. WE KNOW WHICH 

357
00:15:08.830 --> 00:15:10.960
ONES ARE APPLIED WHICH ONES AREN'T 

358
00:15:10.960 --> 00:15:14.080
AND THEN WE HAVE THE FINAL TOTAL. 

359
00:15:14.080 --> 00:15:15.885
THAT'S THE DECISION ENGINE. HAVING 

360
00:15:15.885 --> 00:15:18.099
THE FREEDOM TO MANAGE THE PROCESS 

361
00:15:18.099 --> 00:15:19.623
AND TO BASICALLY GOVERN ALL OF THE 

362
00:15:19.623 --> 00:15:20.937
INFORMATION THAT COMES BACK TO THE 

363
00:15:20.937 --> 00:15:26.442
END USER THROUGH THE UI, AND BETWEEN 

364
00:15:26.442 --> 00:15:31.816
THE TWO OF THOSE AND INCORPORATING 

365
00:15:31.816 --> 00:15:34.440
VALIDATION, YOU GET TO USE ALL THIS 

366
00:15:34.440 --> 00:15:36.049
BUSINESS PROCESS. WE WANT TO JUMP 

367
00:15:36.049 --> 00:15:37.863
INTO SOME OTHER ASPECTS OF THIS. 

368
00:15:37.863 --> 00:15:41.237
SO WE WILL HAND THAT OFF TO MR. 

369
00:15:41.237 --> 00:15:42.910
ELLSTER TO DO THAT. >> RIGHT ON. 

370
00:15:42.910 --> 00:15:46.166
SO THE TITLE OF OUR TALK TODAY IS 

371
00:15:46.166 --> 00:15:48.087
INCLUDING DYNAMICS AND AUTOMATING 

372
00:15:48.087 --> 00:15:49.398
THE ENTERPRISE WITH DYNAMICS AND 

373
00:15:49.398 --> 00:15:51.259
WITH FLOW. BUT TO DATE WE HAVEN'T 

374
00:15:51.259 --> 00:15:53.291
TALKED ABOUT FLOW YET. LET'S GET 

375
00:15:53.291 --> 00:15:54.641
THAT INTO THE CONVERSATION AND FIGURE 

376
00:15:54.641 --> 00:15:56.764
OUT HOW WE MIGHT USE FLOW TO AUGMENT 

377
00:15:56.764 --> 00:15:58.618
THE BUSINESS PROCESS WE JUST SAW. 

378
00:15:58.618 --> 00:16:00.125
SO WHAT YOU'RE LOOKING AT IS THE 

379
00:16:00.125 --> 00:16:01.497
PROCESS FOR GENERATING THE QUOTES 

380
00:16:01.497 --> 00:16:03.204
FOR A SINGLE OPPORTUNITY. BUT WHAT 

381
00:16:03.204 --> 00:16:07.344
IF WE IN A HUNDRED OPPORTUNITIES? 

382
00:16:07.344 --> 00:16:09.144
MORE IMPORTANTLY WHAT ABOUT IF WE 

383
00:16:09.144 --> 00:16:11.236
HAD A THOUSAND OPPORTUNITIES? CLICKING 

384
00:16:11.236 --> 00:16:12.488
RUN RULES, PROCESSING ELIGIBILITY, 

385
00:16:12.488 --> 00:16:15.348
THAT'S A LOT OF WORK AND THAT IS 

386
00:16:15.348 --> 00:16:16.755
AUTOMATABLE. THAT IS ONE THING THAT 

387
00:16:16.755 --> 00:16:18.889
FLOW IS GREAT IS WITH AUTOMATING. 

388
00:16:18.889 --> 00:16:20.787
WITH FLOW WE'VE CREATED A BASIC 

389
00:16:20.787 --> 00:16:23.215
WORK FLOW HERE THAT IS GOING TO 

390
00:16:23.215 --> 00:16:25.118
LOAD THE OPPORTUNITIES FOR DYNAMICS, 

391
00:16:25.118 --> 00:16:26.634
GOING TO RUN THROUGH EACH OF THOSE 

392
00:16:26.634 --> 00:16:28.242
AND CALL THOSE RULES THAT WE WERE 

393
00:16:28.242 --> 00:16:29.965
JUST CALLING EARLIER IN SEQUENCE 

394
00:16:29.965 --> 00:16:32.187
AND IN PROCESS THERE. AFTER WE'RE 

395
00:16:32.187 --> 00:16:34.288
DONE DOING THAT WE CAN THEN PARSE 

396
00:16:34.288 --> 00:16:36.204
OUTS THOSE RESULTS AND DO ANYTHING 

397
00:16:36.204 --> 00:16:38.820
WE WANT WITH IT. THE IDEA IS WE 

398
00:16:38.820 --> 00:16:41.036
ARE PROCESSING THIS IN A BATCH AND 

399
00:16:41.036 --> 00:16:43.976
TOTALLY AUTOMATE IT. HOW CAN WE 

400
00:16:43.976 --> 00:16:45.902
INVOKE THE RULES ENGINE FROM FLOW? 

401
00:16:45.902 --> 00:16:48.813
THAT REQUIRES A CUSTOM CONNECTOR. 

402
00:16:48.813 --> 00:16:51.426
WE ARE STILL TALKING DYNAMICS. AT 

403
00:16:51.426 --> 00:16:53.241
THE END OF THE DAY, YOU ARE NOT 

404
00:16:53.241 --> 00:16:55.399
CALLING A CUSTOM SERVICE, YOU ARE 

405
00:16:55.399 --> 00:16:57.615
STILL TALKING TO DYNAMICS. OUR CUSTOM 

406
00:16:57.615 --> 00:16:59.954
CONNECTOR IS NOT YET AVAILABLE IN 

407
00:16:59.954 --> 00:17:01.764
THE MARKETPLACE, HOWEVER IT IS POSSIBLE 

408
00:17:01.764 --> 00:17:03.281
THAT WE WILL MAKE IT AVAILABLE IN 

409
00:17:03.281 --> 00:17:05.799
THE FUTURE. YOU YOU CAN CONNECT 

410
00:17:05.799 --> 00:17:08.492
TO YOUR OWN INSTANCE OF DYNAMICS 

411
00:17:08.492 --> 00:17:11.690
AND HAPPY TO HELP OUT WITH THAT, 

412
00:17:11.690 --> 00:17:14.390
FEEL FREE TO REACH OUT FOR THAT. 

413
00:17:14.390 --> 00:17:16.613
ON WITH THE ACTUAL 90, WE HAVE THE 

414
00:17:16.613 --> 00:17:19.641
LOOP THAT WE'RE PROCESSING THE OPPORTUNITIES, 

415
00:17:19.641 --> 00:17:21.365
CALCULATING THE CAN PRICING AND 

416
00:17:21.365 --> 00:17:22.737
E-MAIL US RESULTS SO WE CAN SEE 

417
00:17:22.737 --> 00:17:24.475
SOMETHING AT THE END OF THAT. SO 

418
00:17:24.475 --> 00:17:27.243
LET'S GET THE END RESULT UP SO WE 

419
00:17:27.243 --> 00:17:29.869
CAN SKIP NOT END. >> AND THE IDEA 

420
00:17:29.869 --> 00:17:31.980
WAS, WE HAVE THAT WHOLE LIST OF 

421
00:17:31.980 --> 00:17:32.697
OPPORTUNITIES AVAILABLE AND THE 

422
00:17:32.697 --> 00:17:34.807
FLOW IS GOING TO PULL FROM THOSE 

423
00:17:34.807 --> 00:17:36.828
AND PERFORM THIS EXACT SAME PRICING 

424
00:17:36.828 --> 00:17:38.126
ACROSS ALL THOSE OPPORTUNITIES. 

425
00:17:38.126 --> 00:17:39.797
>> THAT'S RIGHT. AND THIS OUTPUT 

426
00:17:39.797 --> 00:17:41.411
RESULT, THIS CAN SURFACE IN ANY 

427
00:17:41.411 --> 00:17:42.707
WAY YOU LIKE BUT FOR THE PURPOSES 

428
00:17:42.707 --> 00:17:44.541
OF THIS WE JUST WANTED TO MAKE IT 

429
00:17:44.541 --> 00:17:46.490
SIMPLE AND HAVE A SIMPLE E-MAIL 

430
00:17:46.490 --> 00:17:48.515
SENT OUT. BUT THERE'S NO REASON 

431
00:17:48.515 --> 00:17:53.838
YOU COULDN'T HAVE SHARE POINT LISTS, 

432
00:17:53.838 --> 00:17:57.366
PART OF THIS, AS ONE EXAMPLE, WE 

433
00:17:57.366 --> 00:18:00.885
DO HAVE CUSTOMERS USE US FOR LEAD 

434
00:18:00.885 --> 00:18:05.714
ROUTING. MANY TIMES THERE'S A NIGHT 

435
00:18:05.714 --> 00:18:08.296
TO ROUTE THOSE TO PLACES. AND FLOW 

436
00:18:08.296 --> 00:18:09.953
IS A GREAT WAY TO SURFACE THAT. 

437
00:18:09.953 --> 00:18:11.260
ANY TIME YOU HAVE A CONDITION WHERE 

438
00:18:11.260 --> 00:18:12.969
YOU HAVE TO CHOOSE TO DO SOMETHING 

439
00:18:12.969 --> 00:18:14.440
OR NOT, THAT'S A GOOD PLACE TO CALL 

440
00:18:14.440 --> 00:18:17.360
OUT TO THE DECISION PLATFORM. SO 

441
00:18:17.360 --> 00:18:19.382
THAT IS HOW YOU CAN INTEGRATE FLOW 

442
00:18:19.382 --> 00:18:22.435
WITH THE DYNAMICS PROCESS OF COMPLEX 

443
00:18:22.435 --> 00:18:24.162
PRICING AND SUCH AND SEE THE RESULTS 

444
00:18:24.162 --> 00:18:34.621
ON THAT. NOW. BACK TO OUR DECK HERE. 

445
00:18:34.621 --> 00:18:35.973
SO WE'VE ALREADY SEEN THE FLOW PART 

446
00:18:35.973 --> 00:18:37.695
OF THIS HERE BUT LET'S TALK A LITTLE 

447
00:18:37.695 --> 00:18:40.754
BIT NOW ABOUT THE OVERALL ARCHITECTURE 

448
00:18:40.754 --> 00:18:42.463
OF THIS. WE'VE SEEN THE BEHAVIOR 

449
00:18:42.463 --> 00:18:44.929
FROM THE OUTSIDE. LET'S LOOK UNDER 

450
00:18:44.929 --> 00:18:47.147
THE HOOD A LITTLE BIT. THERE ARE 

451
00:18:47.147 --> 00:18:48.968
A NUMBER OF COMPONENTS INVOLVED, 

452
00:18:48.968 --> 00:18:50.624
THERE ARE AZURE SERVICES, THERE 

453
00:18:50.624 --> 00:18:52.636
IS WHOEVER THE CLIENT, WHOEVER IS 

454
00:18:52.636 --> 00:18:54.251
INVOKING THE RULES. THERE IS ALSO 

455
00:18:54.251 --> 00:18:56.176
THE DESIGN TIME ASPECT OF STORING 

456
00:18:56.176 --> 00:18:59.944
AND MAINTAINING OF THOSE RULES. 

457
00:18:59.944 --> 00:19:02.367
SO THE INRULE IS NOT JUST AN EXECUTION 

458
00:19:02.367 --> 00:19:04.470
PLATFORM WHERE YOU CAN FEED YOUR 

459
00:19:04.470 --> 00:19:06.540
DATA THROUGH IT AND SPIT OUT THE 

460
00:19:06.540 --> 00:19:09.254
RESULTS. YOU HAVE A LIFE CYCLE FOR 

461
00:19:09.254 --> 00:19:11.976
RULES, YOU HAVE LIFE CYCLE FOR THE 

462
00:19:11.976 --> 00:19:14.585
REST OF YOUR SOFTWARE. THERE IS 

463
00:19:14.585 --> 00:19:18.508
A WAY TO INVOKE, WITH THE FLOW AND 

464
00:19:18.508 --> 00:19:21.938
WITH THE UI DRIVEN ONE. HOW DO WE 

465
00:19:21.938 --> 00:19:24.041
CONFIGURE ALL OF THIS? MAYBE WE 

466
00:19:24.041 --> 00:19:26.510
WANT TO EXECUTE RULES ON A CREATE 

467
00:19:26.510 --> 00:19:27.822
OR UPDATE. MAYBE WE WANT TO HIDE 

468
00:19:27.822 --> 00:19:30.245
THE RULES ON ONE FORM AND SHOW THEM 

469
00:19:30.245 --> 00:19:32.969
OFTEN THE OTHER. HOW DO WE CONTROL 

470
00:19:32.969 --> 00:19:35.468
WHAT APPEARS ON THAT DROP DOWN AND 

471
00:19:35.468 --> 00:19:36.898
THE OTHER. WHEN YOU INSTALL US FROM 

472
00:19:36.898 --> 00:19:40.321
THE APP STORE, GO FIND INRULE IN 

473
00:19:40.321 --> 00:19:42.287
THE MICROSOFT APP STORES AND INSTALL 

474
00:19:42.287 --> 00:19:47.520
US, WE WILL DEPLOY SOME OF THE SITUATIONS 

475
00:19:47.520 --> 00:19:49.191
FROM THE DYNAMIC INSTANCE. YOU CAN 

476
00:19:49.191 --> 00:19:53.660
REGISTER PLUG IN STEPS, UPDATE THEM 

477
00:19:53.660 --> 00:19:55.225
AND PROVIDE SPECIFIC CONFIGURATIONS 

478
00:19:55.225 --> 00:19:56.998
FORYOUR DIFFERENT PROCESSES. >> 

479
00:19:56.998 --> 00:20:01.168
AND THE OTHER LEVEL OF THIS CONFIGURATION 

480
00:20:01.168 --> 00:20:03.086
IS FOR EACH ENTITY AVAILABLE IN 

481
00:20:03.086 --> 00:20:05.105
DYNAMICS YOU CAN ASSOCIATE, AND 

482
00:20:05.105 --> 00:20:08.276
YOU KNOW, ONE TO END RULE SETS WITH. 

483
00:20:08.276 --> 00:20:11.109
AND THAT'S HOW YOU'RE GOING TO HAVE 

484
00:20:11.109 --> 00:20:13.316
THOSE RULE SETS TO APPEAR ON THE 

485
00:20:13.316 --> 00:20:15.440
JEANS. TO EXECUTE THEM AND SEE THE 

486
00:20:15.440 --> 00:20:16.739
RESULTS. >> THAT'S RIGHT, THAT'S 

487
00:20:16.739 --> 00:20:18.860
RIGHT, THIS IS A VERY FLEXIBILITY 

488
00:20:18.860 --> 00:20:21.782
WAY TO FIND WHEN WHERE AND HOW YOUR 

489
00:20:21.782 --> 00:20:23.601
BUSINESS LOGIC EXECUTES. SO AS I 

490
00:20:23.601 --> 00:20:25.244
MENTIONED YOU HAVE FIND US IN THE 

491
00:20:25.244 --> 00:20:27.677
APP STORES. IF YOU WANT TO INSTALL 

492
00:20:27.677 --> 00:20:30.389
US TO THE APP STORES WE'D LOVE TO 

493
00:20:30.389 --> 00:20:32.833
HEAR FROM YOU. WE'LL REACH OUT AND 

494
00:20:32.833 --> 00:20:35.576
TELL YOU ABOUT THE REST OF THE COMPONENTS 

495
00:20:35.576 --> 00:20:39.658
AND SEE WHAT FITS YOU BEST. OUR 

496
00:20:39.658 --> 00:20:41.530
PRODUCT IS THE VERY JAWRK PRODUCT 

497
00:20:41.530 --> 00:20:43.547
TO GET TO THE MOST USERS AS WE CAN. 

498
00:20:43.547 --> 00:20:45.000
THE DOWN SIDE TO THAT IS THERE IS 

499
00:20:45.000 --> 00:20:47.983
A LOT OF WORK THAT NEEDS TO BE DONE 

500
00:20:47.983 --> 00:20:50.351
A LITTLE BIT UPFRONT. THAT IS SOMETHING 

501
00:20:50.351 --> 00:20:51.644
WE'RE HAPPY TO HELP YOU WITH, WE 

502
00:20:51.644 --> 00:20:53.477
HAVE A LOT OF EXPERIENCE IN DOING 

503
00:20:53.477 --> 00:20:55.478
THAT. >> A LITTLE BIT OF CONFIGURATION 

504
00:20:55.478 --> 00:20:57.043
GOES A LONG WAY. YOU DON'T HAVE 

505
00:20:57.043 --> 00:20:59.503
TO THINK ABOUT IT AGAIN AND YOU'RE 

506
00:20:59.503 --> 00:21:04.899
OFF IN AUTHORING YOUR BUSINESS LOGIC. 

507
00:21:04.899 --> 00:21:06.803
THAT'S WHERE DID VALUE COMES TO 

508
00:21:06.803 --> 00:21:08.963
THE TABLE. IF YOU CHECK OUT THE 

509
00:21:08.963 --> 00:21:10.576
APP STORES GET ADDITIONAL FORECAST, 

510
00:21:10.576 --> 00:21:12.611
VIDEOS IDENTITY THERE AND YOU OF 

511
00:21:12.611 --> 00:21:13.808
CAN REALLY BECOME KIND OF FAMILIAR 

512
00:21:13.808 --> 00:21:15.141
WITH THE PRODUCT. >> THANK YOU SO 

513
00:21:15.141 --> 00:21:17.816
MUCH. ANY QUESTIONS, WE HAVE ONE 

514
00:21:17.816 --> 00:21:25.215
UP HERE. ASK. [INAUDIBLE] THE PRICE 

515
00:21:25.215 --> 00:21:27.817
LIKE THE PROJECT I'M WORKING ON, 

516
00:21:27.817 --> 00:21:29.830
DMER WANTED TO SEE COST AND PRICE 

517
00:21:29.830 --> 00:21:31.542
BOTH, FOR EXAMPLE IF IT IS MATERIAL 

518
00:21:31.542 --> 00:21:35.882
KIND OF PRODUCT AND THEY WANTED 

519
00:21:35.882 --> 00:21:37.590
TO HAVE. [INAUDIBLE] SALE PRICE 

520
00:21:37.590 --> 00:21:39.998
IS 20 OFF WHATEVER THE MATERIAL 

521
00:21:39.998 --> 00:21:41.922
HAS BEEN USED? >> SO THE QUESTION 

522
00:21:41.922 --> 00:21:45.705
WAS FOR THE -- >> SALE PRICE -- 

523
00:21:45.705 --> 00:21:49.261
>> HOW WOULD WE MAKE COST AND SALES 

524
00:21:49.261 --> 00:21:50.773
PRICE RULES VISIBLE TO A NUMBER 

525
00:21:50.773 --> 00:21:51.978
OF PEOPLE? THERE ARE A NUMBER OF 

526
00:21:51.978 --> 00:21:53.640
WAYS TO APPROACH THAT. NOTIFICATIONS 

527
00:21:53.640 --> 00:21:55.767
THAT WE SAW THROUGH THERE, THAT'S 

528
00:21:55.767 --> 00:21:57.474
ONE WAY TO SURFACE THESE SORT OF 

529
00:21:57.474 --> 00:22:00.192
THINGS THROUGH THE UI. WHERE THERE'S 

530
00:22:00.192 --> 00:22:03.385
NOT A UI AVAILABLE OR NOT AN INTERACTIVE 

531
00:22:03.385 --> 00:22:04.470
TYPE EXPERIENCE, THERE ARE A NUMBER 

532
00:22:04.470 --> 00:22:06.083
OF WAYS YOU CAN SURFACE THAT. >> 

533
00:22:06.083 --> 00:22:07.651
YOU HAVE ALL THAT RICH INFORMATION 

534
00:22:07.651 --> 00:22:10.184
THAT YOU CAN SURFACE DURING EXECUTION 

535
00:22:10.184 --> 00:22:11.679
BUT THEN THE RESUMES THEMSELVES 

536
00:22:11.679 --> 00:22:13.492
ARE LOT KIND OF THE DOCUMENTATION 

537
00:22:13.492 --> 00:22:14.783
OF THAT BUSINESS PROCESS RIGHT? 

538
00:22:14.783 --> 00:22:16.420
>> YOU HAVE AN EXECUTABLE DOCUMENT 

539
00:22:16.420 --> 00:22:19.043
IN SOME WAYS. >> VERY MUCH SO, THAT'S 

540
00:22:19.043 --> 00:22:22.165
RIGHT. YOU CAN CREATE RULE REPORTS 

541
00:22:22.165 --> 00:22:23.577
AROUND DISSEMINATE THOSE TO PEOPLE 

542
00:22:23.577 --> 00:22:26.094
THAT DON'T HAVE THE TOOL AND ESSENTIALLY 

543
00:22:26.094 --> 00:22:27.450
THEY READ VERY ENGLISH LIKE. WE 

544
00:22:27.450 --> 00:22:30.283
FIND A LOT OF OUR CLIENTS THEY END 

545
00:22:30.283 --> 00:22:32.797
UP PREFERRING IT FOR, TO REPLACE 

546
00:22:32.797 --> 00:22:34.300
THEIR DOCUMENTATION WITH, ESSENTIALLY. 

547
00:22:34.300 --> 00:22:36.827
YOU CAN'T ALWAYS DO THAT BUT IT'S 

548
00:22:36.827 --> 00:22:39.820
CERTAINLY POSSIBLE. >> ARE THERE 

549
00:22:39.820 --> 00:22:43.341
OTHER QUESTIONS? ALL RIGHT, THANK 

550
00:22:43.341 --> 00:22:45.284
YOU SO MUCH FOR ATTENDING! HAVE 

551
00:22:45.284 --> 00:22:48.311
A GREAT REST OF YOUR AFTERNOON AND