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Pricing for North52 Business Process Activities

Basic

Up to 5 Business Rules
FREE!
  • Unlimited Active Users
  • Limited Functions
  • Standard CRM Entities
  • Online Knowledge Base
  • Limited Email Support
  • Excellent for when you just need a few calculations on the standard CRM entities

Professional

Up to 50 Active Users
US$1,990/year
  • Max 50 Active Users
  • 350+ Functions
  • All CRM Entities
  • Online Knowledge Base
  • 5 Annual Support Tickets included
  • SDK Access
  • Great for when you need to develop known business logic for up to 50 users

Enterprise

Up to 500 Active Users
US$5,990/year
  • Max 500 Active Users
  • 350+ Functions
  • AllCRM Entities
  • Online Knowledge Base
  • 10 Annual Support Tickets included
  • SDK Access
  • Up to 4 hours of training workshops included*
  • Ideal for the most complex business scenarios and where one on one guidance is needed

Ultimate

Over 500 Active Users
Contact Us
  • Over 500 Active Users
  • 350+ Functions
  • All CRM Entities
  • Online Knowledge Base
  • 10 Annual Support Tickets included
  • SDK Access
  • Up to 4 hours of training workshops included*
  • Custom SLA & Support Hours
  • Custom training schedule
  • Perfect for large-scale projects and where customized support hours, escrow requirement and legal agreements are required

* Training workshops consists of one 2-hour introduction workshop, and one 2-hour customer specific workshop where we help you solve your business process needs with North52 BPA (First year only).

** Microsoft CRM Silver or Gold partners automatically pre-qualify to sign up as a North52 partner. Further details can be found on our partner page.

Frequently Asked Questions

How does your licensing work?

We license on a per production instance & this then covers you (i.e. no charge) for all your related DEV, Test, UAT, etc. Dynamics365 / CRM organizations.

We are closer to 50 users rather than 500 can anything be done on pricing?

Sure, we treat this on a case by case basis so just drop an email to sales@north52.com and we will work with you on pricing.

We have a significant number of Team Member licenses, can anything be done on pricing?

Sure, we treat this on a case by case basis so just drop an email to sales@north52.com and we will work with you on pricing.

How many times can I use the free Basic Edition?

You can deploy the free Basic Edition as many times as you want. And even to production instances.

Do I need to pay extra for my DEV, Test, UAT systems?

No each paid production instance covers you for all your related DEV, Test & UAT systems.

Is annual software maintenance included in the subscription license?

Yes, all upgrades & bug fixes are covered by the subscription license.

Is perpetual licensing available?

Yes, please contact sales@north52.com for further details.

Is annual software maintenance included in the perpetual license?

No, if you want annual software maintenance for all upgrades and bug fixes you will need to purchase this as an extra item which costs 20% per year. Note that the 1st year of annual software maintenance is included in the perpetual license price.

What is your Policy on product backwards compatibility?

Our policy is the same as Microsoft mainstream support. So if Microsoft mainstream supports a version of Dynamics 365 / CRM so do we.

How much does it cost to upgrade from the Professional to Enterprise Edition?

If you upgrade from the Professional to Enterprise Editions you only pay the difference.

Do you have a service level agreement document?

Yes, please download it here.

If I take one of the subscription options what happens at the end of the year?

Prior to the anniversary date we send an Invoice to the company/partner for the next year’s subscription which needs to paid on or before the subscription end date and new license keys are issued. If you fail to renew on time all your formulas and schedules will continue to work as normal, however Formulas, Schedules or xCache records cannot be modified or created.

Do all support requests count against included support tickets?

In most cases, any request to our support team for assistance that requires a customized response will count. However, there are times when a support request will not count towards your included allowance – these include:

 

  • License key requests
  • Queries which can be answered simply by referring to a knowledge base article
  • Responses which can be answered very quickly (less than 5 minutes effort) – for example a mistake with formula syntax or typo
Can I purchase additional support tickets?

Yes, additional support tickets are available to purchase. Please contact sales@north52.com for further information.

Are there any discounts available to partners?

Yes, if you are a Microsoft partner then sign-up as a reseller to receive discounted pricing. Get more information at our Partners page.

Are there any discounts available to non-profits?

Yes, a 20% discount applies to all Enterprise or Ultimate Edition sales.

What happens if I go over the Active User threshold?

All formulas and schedules will continue to execute but you will be unable to edit any formulas or schedules. In this event you should contact sales@north52.com for further information.

What does 'Standard CRM Entities Only' mean for the basic edition mean ?

‘Standard CRM Entities Only’ means you are only allowed to create formulas and schedules on the out of the box entities that Microsoft provide. Technically this means an entity with an object type code of less than 10,000. Please note that even though Microsoft now owns Field Service, Voice of the Customer , AdxStudio , etc. if the entities object type code is more than 10,000 then we consider this a custom entity and not a ‘Standard CRM Entity’.

Is software escrow available with your product?

Yes, please contact sales@north52.com for further information.

I am using the previous pricing structure, can I see the features and editions?

Please follow this link to see the previous BPA pricing.

North52 BPA Functions

The table below shows which functions are available in each edition.

License Edition
Function NameBasicProfessionalEnterpriseUltimate
ClientSide
AddCustomView(‘controlname’, ‘entitylogicalname’, ‘nameofview’, ‘FetchXml’, ‘LayoutXml’, ‘isDefault’)IncludedIncludedIncludedIncluded
Alert(‘message’)IncludedIncludedIncludedIncluded
AddPreFilterLookup(‘controlid’, ‘formulashortcode’, ‘filter’, ‘entityfilter’)IncludedIncludedIncludedIncluded
BPSetActiveProcess(‘processname’)IncludedIncludedIncludedIncluded
BPSetActiveStage(‘processname’, ‘stagename’)IncludedIncludedIncludedIncluded
BPMoveNextStage()IncludedIncludedIncludedIncluded
BPMovePreviousStage()IncludedIncludedIncludedIncluded
BrowserReload(‘boolean’)IncludedIncludedIncludedIncluded
RemovePreFilterLookup(‘controlid’)IncludedIncludedIncludedIncluded
AlertClear(‘message’, ‘fieldname’)IncludedIncludedIncludedIncluded
ClearFields(‘fieldname’)IncludedIncludedIncludedIncluded
ClearFormNotification(‘uniqueID’)IncludedIncludedIncludedIncluded
ClearControlNotification(‘fieldname’)IncludedIncludedIncludedIncluded
CollapseTabs(‘tab’)IncludedIncludedIncludedIncluded
DisableFields(‘fieldname’)IncludedIncludedIncludedIncluded
EnableFields(‘fieldname’)IncludedIncludedIncludedIncluded
ExpandTabs(‘tab’)IncludedIncludedIncludedIncluded
ExecuteDialog(‘dialogname’)IncludedIncludedIncludedIncluded
ExecuteWorkflow(‘workflowname’, ‘recordguid’)IncludedIncludedIncludedIncluded
FormSave()IncludedIncludedIncludedIncluded
HideFields(‘fieldname’)IncludedIncludedIncludedIncluded
HideLeftHandNavItems(‘navname’)IncludedIncludedIncludedIncluded
HideSections(‘tabname.sectionname’)IncludedIncludedIncludedIncluded
HideTabs(‘tabname’)IncludedIncludedIncludedIncluded
MultipleClientSide(‘action1’, ‘action2’)IncludedIncludedIncludedIncluded
OpenWindow(‘url’)IncludedIncludedIncludedIncluded
OpenEntityForm(‘name’, ‘id’, ‘parameters’)IncludedIncludedIncludedIncluded
OpenQuickCreate(‘name’, ‘fromentity’, ‘parameters’)IncludedIncludedIncludedIncluded
QuickButtonEnable(‘webresource_name’)IncludedIncludedIncludedIncluded
QuickButtonDisable(‘webresource_name’)IncludedIncludedIncludedIncluded
RefreshForm(‘boolean’)IncludedIncludedIncludedIncluded
RefreshSubGrid(‘gridname’)IncludedIncludedIncludedIncluded
RefreshWebResource(‘webresource’)IncludedIncludedIncludedIncluded
SetLabelTab(‘tabname’, ‘value’)IncludedIncludedIncludedIncluded
SetLabelSection(‘tabname.sectionname’, ‘value’)IncludedIncludedIncludedIncluded
SelectForm(‘formid’)IncludedIncludedIncludedIncluded
SelectFormByName(‘formname’)IncludedIncludedIncludedIncluded
SetClientSideField(‘fieldname’, ‘fieldvalue’)IncludedIncludedIncludedIncluded
SetClientSideFieldAppend(‘fieldname’, ‘datatoappend’)IncludedIncludedIncludedIncluded
SetControlNotification(‘fieldname’, ‘message’ )IncludedIncludedIncludedIncluded
SetDefaultView(‘lookup’, ‘viewid’)IncludedIncludedIncludedIncluded
SetFormNotification(‘message’, ‘level’, ‘uniqueID’)IncludedIncludedIncludedIncluded
SetFocus(‘fieldname’)IncludedIncludedIncludedIncluded
SetIFrame(‘iframecontrol’, ‘websiteaddress’)IncludedIncludedIncludedIncluded
SetRequiredFields(‘fieldname’)IncludedIncludedIncludedIncluded
SetNotRequiredFields(‘fieldname’)IncludedIncludedIncludedIncluded
SetPicklistValues(‘field’, ’emptyvalue’, ‘optionsetvalue’, ‘optionsetvalue’)IncludedIncludedIncludedIncluded
ShowFields(‘fieldname’)IncludedIncludedIncludedIncluded
ShowLeftHandNavItems(‘navname’)IncludedIncludedIncludedIncluded
ShowSections(‘tabname.sectionname’)IncludedIncludedIncludedIncluded
ShowTabs(‘tabname’)IncludedIncludedIncludedIncluded
Conversion
CDecimal(‘stringvalue’)IncludedIncludedIncludedIncluded
CDecimalToInt32(‘value’)IncludedIncludedIncludedIncluded
CDouble(‘stringvalue’)IncludedIncludedIncludedIncluded
CFloatToInt32(‘value’)IncludedIncludedIncludedIncluded
CInt32(‘stringvalue’)IncludedIncludedIncludedIncluded
CInt64(‘stringvalue’)IncludedIncludedIncludedIncluded
COptionSetValue(‘stringvalue’)IncludedIncludedIncludedIncluded
ToString(‘valuetoconvert’, ‘format’)IncludedIncludedIncludedIncluded
CNodeToXml(‘node’)IncludedIncludedIncludedIncluded
Date
AddDays(‘datetime’, ‘numberofdays’)IncludedIncludedIncludedIncluded
AddHours(‘datetime’, ‘numberofhours’)IncludedIncludedIncludedIncluded
AddMonths(‘datetime’, ‘numberofmonths’)IncludedIncludedIncludedIncluded
AddMinutes(‘datetime’, ‘numberofminutes’)IncludedIncludedIncludedIncluded
AddSeconds(‘datetime’, ‘numberofseconds’)IncludedIncludedIncludedIncluded
AddYears(‘datetime’, ‘numberofyears’)IncludedIncludedIncludedIncluded
CreateDate(‘year’,’month’,’day’, ‘hour’,’minute’,’second’,’millisecond’)IncludedIncludedIncludedIncluded
DateDiff(‘fromdate’, ‘todate’, ‘interval’)IncludedIncludedIncludedIncluded
DateDiffElapsed(‘fromdate’, ‘todate’, ‘interval’)IncludedIncludedIncludedIncluded
DateDiffDescription(‘fromdate’, ‘todate’, ‘interval’)IncludedIncludedIncludedIncluded
DiffWorkingDays(‘startdate’, ‘enddate’)IncludedIncludedIncludedIncluded
GetDateOnly(‘datetime’)IncludedIncludedIncludedIncluded
GetDay(‘datetime’)IncludedIncludedIncludedIncluded
GetDayOfWeekName(‘datetime’)IncludedIncludedIncludedIncluded
GetDayOfWeekNumber(‘datetime’)IncludedIncludedIncludedIncluded
GetDaysInMonth(‘datetime’)IncludedIncludedIncludedIncluded
GetFirstDayOfMonth(‘datetime’, ‘addmonths’)IncludedIncludedIncludedIncluded
GetLastDayOfMonth(‘datetime’, ‘addmonths’)IncludedIncludedIncludedIncluded
GetFirstDayOfWeek(‘datetime’)IncludedIncludedIncludedIncluded
GetMonth(‘datetime’)IncludedIncludedIncludedIncluded
GetNextWorkingDay(‘startdate’)IncludedIncludedIncludedIncluded
GetNextWorkingTime(‘startdate’, ‘useBusinessCalendar’, ‘DayStartTime’, ‘DayEndTime’, ‘NumberOfMins’)IncludedIncludedIncludedIncluded
GetYear(‘datetime’)IncludedIncludedIncludedIncluded
GetWeek(‘datetime’)IncludedIncludedIncludedIncluded
GetWeekElapsed(‘datetime’)IncludedIncludedIncludedIncluded
IsLeapYear(‘datetime’)IncludedIncludedIncludedIncluded
IsWorkingDay(‘datetocheck’)IncludedIncludedIncludedIncluded
MaxOfDates(‘date1’, ‘date2’, ‘date3’)IncludedIncludedIncludedIncluded
MinOfDates(‘date1’, ‘date2’, ‘date3’)IncludedIncludedIncludedIncluded
MaxOfDatesWithAnchor(‘anchordate’, ‘operator’, ‘date1’, ‘date2’, ‘date3’)IncludedIncludedIncludedIncluded
MinOfDatesWithAnchor(‘anchordate’, ‘operator’, ‘date1’, ‘date2’, ‘date3’)IncludedIncludedIncludedIncluded
LocalDate()IncludedIncludedIncludedIncluded
LocalDateTime()IncludedIncludedIncludedIncluded
LocalTimeFromUtcTime(‘datetime’)IncludedIncludedIncludedIncluded
UtcDate()IncludedIncludedIncludedIncluded
UtcDateTime()IncludedIncludedIncludedIncluded
UtcTimeFromLocalTime(‘datetime’)IncludedIncludedIncludedIncluded
Find (Single Values)
FindAvg(‘entitylogicalname’, ‘inputfieldname’, ‘inputfieldvalue’, ‘outputfieldname’, ‘defaultvalue’)IncludedIncludedIncludedIncluded
FindCount(‘entitylogicalname’, ‘inputfieldname’, ‘inputfieldvalue’, ‘outputfieldname’, ‘defaultvalue’)IncludedIncludedIncludedIncluded
FindListValues(‘entitylogicalname’, ‘inputfieldname’, ‘inputfieldvalue’, ‘outputfieldname’, ‘recordcount’)IncludedIncludedIncludedIncluded
FindMax(‘entitylogicalname’, ‘inputfieldname’, ‘inputfieldvalue’, ‘outputfieldname’, ‘defaultvalue’)IncludedIncludedIncludedIncluded
FindMin(‘entitylogicalname’, ‘inputfieldname’, ‘inputfieldvalue’, ‘outputfieldname’, ‘defaultvalue’)IncludedIncludedIncludedIncluded
FindSum(‘entitylogicalname’, ‘inputfieldname’, ‘inputfieldvalue’, ‘outputfieldname’, ‘defaultvalue’)IncludedIncludedIncludedIncluded
FindValue(‘entitylogicalname’, ‘inputfieldname’, ‘inputfieldvalue’, ‘outputfieldname’,’defaultvalue’, ‘nolock’, ‘cacheenabled’)IncludedIncludedIncludedIncluded
FindValueQuickId(‘entitylogicalname’, ‘inputfieldvalue’)IncludedIncludedIncludedIncluded
FindValueQuickName(‘entitylogicalname’, ‘inputfieldvalue’)IncludedIncludedIncludedIncluded
FindValueFD(‘formuladetailname’, ‘fieldname’, ‘defaultvalue’)IncludedIncludedIncludedIncluded
FindAvgFD(‘formuladetailname’, ‘fieldname’, ‘defaultvalue’)IncludedIncludedIncludedIncluded
FindCountFD(‘formuladetailname’, ‘fieldname’, ‘defaultvalue’)IncludedIncludedIncludedIncluded
FindMaxFD(‘formuladetailname’, ‘fieldname’, ‘defaultvalue’)IncludedIncludedIncludedIncluded
FindMinFD(‘formuladetailname’, ‘fieldname’, ‘defaultvalue’)IncludedIncludedIncludedIncluded
FindSumFD(‘formuladetailname’, ‘fieldname’, ‘defaultvalue’)IncludedIncludedIncludedIncluded
FindBPProcessID(‘business process name’)IncludedIncludedIncludedIncluded
FindBPGetStageID(‘business process name’, ‘stage name’)IncludedIncludedIncludedIncluded
FindProductPropertiesByRegardingID(‘regardingobjectid’)Not IncludedIncludedIncludedIncluded
FindProductPropertiesByRegardingIDAndPropertyName(‘regardingobjectid’, ‘propertyname’)Not IncludedIncludedIncludedIncluded
FindMatchParameter(‘inputparameter’, ‘parametermatch’, ‘parametermatch’)IncludedIncludedIncludedIncluded
SetFindSelect(‘field1’, ‘field2’)IncludedIncludedIncludedIncluded
Find (EntityCollections)
FindRecords(‘entitylogicalname’, ‘inputfieldname’, ‘inputfieldvalue’, ‘selectfields’, ‘recordcount’, ‘nolock’)IncludedIncludedIncludedIncluded
FindRecordsAudit(‘entityname’, ‘recordguid’, ‘lastnumberofdays’, ‘numberofedits’, ‘formattedvalues’)Not IncludedIncludedIncludedIncluded
FindRecordsFD(‘formuladetail’, ‘nolock’, SetParams(‘param1’, ‘param2’))IncludedIncludedIncludedIncluded
FindRecordsFetchXml(‘fetchxml’)IncludedIncludedIncludedIncluded
FindRecordsValue(‘entitycollection’, ‘fieldname’, ‘defaultvalue’, ‘rownumber’ )IncludedIncludedIncludedIncluded
FindECCount(‘entitycollection’)IncludedIncludedIncludedIncluded
Fuzzy Matching
DamerauLevenshteinDistance(‘inputstring1’, ‘inputstring2’)IncludedIncludedIncludedIncluded
LevenshteinDistance(‘inputstring1’, ‘inputstring2’)IncludedIncludedIncludedIncluded
Metaphone3(‘inputstring’)IncludedIncludedIncludedIncluded
Similarity(‘inputstring1’, ‘inputstring2’, ‘distance’)IncludedIncludedIncludedIncluded
HTML
CreateHTMLTable(‘entitycollection’, ‘SetColumnOrder(field1, field2)’, ‘baseurl’, ‘cssref’)IncludedIncludedIncludedIncluded
FindRecordsAuditHtml(‘entityname’, ‘recordguid’, ‘lastnumberofdays’)IncludedIncludedIncludedIncluded
HtmlEncode(‘plain html’)IncludedIncludedIncludedIncluded
HtmlDecode(‘encoded html’)IncludedIncludedIncludedIncluded
LinkRawUrl(‘baseurl’, ‘entityname’, ‘recordguid’)IncludedIncludedIncludedIncluded
LinkPlainHyperLink(‘name’, ‘value’)IncludedIncludedIncludedIncluded
LinkDialogUrl(‘baseurl’, ‘entityname’, ‘recordguid’, ‘displaytext’)IncludedIncludedIncludedIncluded
LinkHyperLinkUrl(‘baseurl’, ‘entityname’, ‘recordguid’, ‘displaytext’)IncludedIncludedIncludedIncluded
SetQueryString(‘n52param1’, ‘value1’, ‘n52param2’, ‘value2’)IncludedIncludedIncludedIncluded
StripHtml(‘inputstring’)IncludedIncludedIncludedIncluded
Localization
GetAttributeDisplayName(‘entitylogicalname.attributelogicalname’)IncludedIncludedIncludedIncluded
GetOptionSetName(‘entitylogicalname.attributelogicalname’, ‘optionsetvalue’)IncludedIncludedIncludedIncluded
GetOptionSetValue(‘entitylogicalname.attributelogicalname’, ‘optionsetname’)IncludedIncludedIncludedIncluded
Logical
Case(‘Lookup under the Snippets menu’)IncludedIncludedIncludedIncluded
if(expression, true, false)IncludedIncludedIncludedIncluded
iftrue(expression, true)Not IncludedIncludedIncludedIncluded
NoOp’IncludedIncludedIncludedIncluded
In(‘ValueToCheck’, ‘value1’, ‘value2’, ‘value3’)IncludedIncludedIncludedIncluded
orIncludedIncludedIncludedIncluded
andIncludedIncludedIncludedIncluded
+IncludedIncludedIncludedIncluded
IncludedIncludedIncludedIncluded
/IncludedIncludedIncludedIncluded
*IncludedIncludedIncludedIncluded
%IncludedIncludedIncludedIncluded
!IncludedIncludedIncludedIncluded
=IncludedIncludedIncludedIncluded
!=IncludedIncludedIncludedIncluded
<IncludedIncludedIncludedIncluded
>IncludedIncludedIncludedIncluded
Loop
DoLoop(‘iterationcount’, ‘action’)IncludedIncludedIncludedIncluded
DoLoopIndex()IncludedIncludedIncludedIncluded
DoLoopTotal()IncludedIncludedIncludedIncluded
ForEachRecord(‘entitycollection’, ‘action1’, ‘action2’)IncludedIncludedIncludedIncluded
CurrentRecord(‘fieldname’)IncludedIncludedIncludedIncluded
RecordEntityName()IncludedIncludedIncludedIncluded
RecordIndex()IncludedIncludedIncludedIncluded
RecordTotal()IncludedIncludedIncludedIncluded
LoopUntilTrue(‘action’, ‘exitcondition’)Not IncludedIncludedIncludedIncluded
Math
Abs(value)IncludedIncludedIncludedIncluded
Ceiling(‘value’)IncludedIncludedIncludedIncluded
Exp(‘value’)IncludedIncludedIncludedIncluded
Floor(‘value’)IncludedIncludedIncludedIncluded
GCD(‘num1’, ‘num2’)IncludedIncludedIncludedIncluded
LCM(‘num1’, ‘num2’)IncludedIncludedIncludedIncluded
MaxOf(‘number1’, ‘number2’)IncludedIncludedIncludedIncluded
MinOf(‘number1’, ‘number2’)IncludedIncludedIncludedIncluded
Pow(‘value’, ‘power’)IncludedIncludedIncludedIncluded
Round(‘value’, ‘digitprecision’)IncludedIncludedIncludedIncluded
Sign(‘value’)IncludedIncludedIncludedIncluded
Sqrt(‘value’)IncludedIncludedIncludedIncluded
Truncate(‘value’)IncludedIncludedIncludedIncluded
Platform Operations
AssociateEntities(‘entityNameLeft’, ‘entityLeftGuid’, ‘entityNameRight’, ‘entityRightGuid’, ‘relationshipName’)IncludedIncludedIncludedIncluded
ConvertSalesOrdertoInvoice(‘salesorderid’)IncludedIncludedIncludedIncluded
ConvertQuotetoSalesorder(‘quoteid’)IncludedIncludedIncludedIncluded
DisAssociateEntities(‘entityNameLeft’, ‘entityLeftGuid’, ‘entityNameRight’, ‘entityRightGuid’, ‘relationshipName’)IncludedIncludedIncludedIncluded
ExecuteWorkflow(‘workflowname’, ‘recordid’)IncludedIncludedIncludedIncluded
ExecuteAction(‘actionname’, ‘entitylogicalname’, ‘recordid’, ‘param1’, ‘param2’, ‘param3’)IncludedIncludedIncludedIncluded
GenerateInvoiceFromOpportunity(‘opportunityid’)IncludedIncludedIncludedIncluded
GenerateQuoteFromOpportunity(‘opportunityid’)IncludedIncludedIncludedIncluded
GenerateSalesOrderFromOpportunity(‘opportunityid’)IncludedIncludedIncludedIncluded
GetActionOutputParameter(‘executeaction’, ‘outputparametername’, ‘defaultname’)IncludedIncludedIncludedIncluded
GetAssociationRelatedEntityReferenceId()IncludedIncludedIncludedIncluded
GetAssociationRelationshipName()IncludedIncludedIncludedIncluded
StartSchedule(‘schedulename’)IncludedIncludedIncludedIncluded
StopSchedule(‘schedulename’)IncludedIncludedIncludedIncluded
RecordShare(‘entitynameofrecordtoshare’, ‘guidofrecordtoshare’,’systemuser\team’, ‘guidofsystemuser\team’,’readaccess’, ‘writeaccess’,’deleteaccess, ‘assignaccess’,’shareaccess’, ‘appendaccess’,’appendtoaccess’)IncludedIncludedIncludedIncluded
RecordUnShare(‘entitynameofrecordtounshare’, ‘guidofrecordtounshare’, ‘systemuser\team’, ‘guidofsystemuser\team’)IncludedIncludedIncludedIncluded
RecordUnShareAll(‘entitynameofrecordtounshare’, ‘guidofrecordtounshare’)IncludedIncludedIncludedIncluded
Record Control
CreateRecord(‘entityname’, SetAttribute(‘attributename’, ‘attributevalue’ ))IncludedIncludedIncludedIncluded
UpdateCreateRecord(‘entityname’, ‘primarykeyid’, SetAttribute(‘attributename’, ‘attributevalue’ ))IncludedIncludedIncludedIncluded
CreateNote(‘title’, ‘regardingentityname’, ‘regardingentityid’, ‘note’)IncludedIncludedIncludedIncluded
CreateNoteIfExists(‘title’, ‘regardingentityname’, ‘regardingentityid’, ‘note’)IncludedIncludedIncludedIncluded
DeleteRecord(‘entityname’, ‘guid’)IncludedIncludedIncludedIncluded
DeleteRecordIfExists(‘entityname’, ‘guid’)IncludedIncludedIncludedIncluded
DeleteRecordsFD(‘formuladetailname’)IncludedIncludedIncludedIncluded
UpdateRecord(‘entityname’, ‘primarykeyid’, SetAttribute(‘attributename’, ‘attributevalue’ ))IncludedIncludedIncludedIncluded
UpdateRecordIfExists(‘entityname’, ‘primarykeyid’, SetAttribute(‘attributename’, ‘attributevalue’ ))IncludedIncludedIncludedIncluded
SetEntityTargetRecord(SetAttribute(‘attributename’, ‘attributevalue’ ))Not IncludedIncludedIncludedIncluded
UpdateActivityPartyBulk(‘ActivityPartyCollection’, ‘activitypartytype’, SetAttribute(‘attributename’, ‘attributevalue’))IncludedIncludedIncludedIncluded
SetAttributeStatus(‘status’, ‘statusreason’)IncludedIncludedIncludedIncluded
SetAttribute(‘fieldname’, ‘fieldvalue’)IncludedIncludedIncludedIncluded
SetAttributeLookup(‘fieldname’, ‘entitylogicalname’, ‘guid’)IncludedIncludedIncludedIncluded
SetAttributePartyList(‘fieldname’, ‘entitylogicalname’, ‘guid’, ‘guid’)IncludedIncludedIncludedIncluded
SetAttributeCustomer(‘fieldname’, ‘entitylogicalname’, ‘guid’, ‘recordname’)IncludedIncludedIncludedIncluded
Regex
RegexMatch(‘string’, «regex»)IncludedIncludedIncludedIncluded
RegexIsMatch(‘string’, «regex»)IncludedIncludedIncludedIncluded
RegexReplace(‘string’, «regextofind», «regextoreplace»)IncludedIncludedIncludedIncluded
Native Fields
GetPartyListItemId(‘partylist’, ‘index’)IncludedIncludedIncludedIncluded
GetPartyListItemType(‘partylist’, ‘index’)IncludedIncludedIncludedIncluded
GetPartyListItemName(‘partylist’, ‘index’)IncludedIncludedIncludedIncluded
GetPartyListCount(‘partylist’)IncludedIncludedIncludedIncluded
SetCustomerLookup(‘entityname’, ‘guid’, ‘Primary Field Text’)IncludedIncludedIncludedIncluded
SetLookup(‘guid’)IncludedIncludedIncludedIncluded
SetOwnerTeam(‘guid’)IncludedIncludedIncludedIncluded
SetOwnerUser(‘guid’)IncludedIncludedIncludedIncluded
SetPartyList(‘entityname’,’guidentity’,’guidentity’)IncludedIncludedIncludedIncluded
SetPartyListCombined(SetPartyList(‘entityname’,’guidentity’,’guidentity’), SetPartyList(‘entityname’,’guidentity’,’guidentity’))IncludedIncludedIncludedIncluded
SetRegardingLookup(‘entityname’, ‘guid’, ‘Primary Field Text’)IncludedIncludedIncludedIncluded
SetState(state,status)IncludedIncludedIncludedIncluded
String
AppendFormat(‘inputstring’, param[0],param[1],param[n])IncludedIncludedIncludedIncluded
Base64Encode(‘inputstring’)IncludedIncludedIncludedIncluded
Base64Decode(‘inputstring’)IncludedIncludedIncludedIncluded
Capitalize(‘inputstring’)IncludedIncludedIncludedIncluded
Contains(‘inputstring’, ‘stringtofind’)IncludedIncludedIncludedIncluded
Compress(‘inputstring’)IncludedIncludedIncludedIncluded
CountCharacters(‘inputstring’)IncludedIncludedIncludedIncluded
Decompress(‘inputstring’)IncludedIncludedIncludedIncluded
EndsWith(‘inputstring’, ‘endstring’)IncludedIncludedIncludedIncluded
EscapeDataString(‘inputstring’)IncludedIncludedIncludedIncluded
EscapeUriString(‘url’)IncludedIncludedIncludedIncluded
GenerateGuid()IncludedIncludedIncludedIncluded
GetParamFromUrl(‘url’, ‘parameter’)IncludedIncludedIncludedIncluded
IndexOf(‘inputstring’, ‘stringtofind’, ‘startindex’)IncludedIncludedIncludedIncluded
Insert(‘inputstring’, position, ‘insertstring’)IncludedIncludedIncludedIncluded
Left(‘inputstring’, ‘numberofcharacters’)IncludedIncludedIncludedIncluded
Lower(‘inputstring’)IncludedIncludedIncludedIncluded
MD5(‘inputstring’)IncludedIncludedIncludedIncluded
PadLeft(‘inputstring’, totalLength, ‘charToPad’)IncludedIncludedIncludedIncluded
PadRight(‘inputstring’, totalLength, ‘charToPad’)IncludedIncludedIncludedIncluded
Replace(‘inputstring’, ‘stringtobereplaced’, ‘replacementstring’)IncludedIncludedIncludedIncluded
Remove(‘inputstring’, ‘startpostion’, ‘numberofcharacterstoremove’)IncludedIncludedIncludedIncluded
Right(‘inputstring’, numberofcharacters)IncludedIncludedIncludedIncluded
Reverse(‘inputstring’)IncludedIncludedIncludedIncluded
SHA1(‘inputstring’)IncludedIncludedIncludedIncluded
Slice(‘inputstring’, ‘start’, ‘end’)IncludedIncludedIncludedIncluded
Split(‘inputstring’, ‘chartosplit’, ‘index’)IncludedIncludedIncludedIncluded
StartsWith(‘inputstring’, ‘startstring’)IncludedIncludedIncludedIncluded
StringConcat(‘param[0]’,’param[1]’,’param[n]’)IncludedIncludedIncludedIncluded
StringFormat(‘inputstring’, ‘param[0]’,’param[1]’,’param[n]’)IncludedIncludedIncludedIncluded
StringJoin(‘Delimiter’, ‘param[0]’,’param[1]’,’param[n]’)IncludedIncludedIncludedIncluded
Substring(‘inputstring’, startposition, length)IncludedIncludedIncludedIncluded
Upper(‘inputstring’)IncludedIncludedIncludedIncluded
ToString(‘valuetoconvert’, ‘format’)IncludedIncludedIncludedIncluded
ToTitleCase(‘inputstring’)IncludedIncludedIncludedIncluded
Trim(‘inputstring’, ‘param[0]’,’param[1]’,’param[n]’)IncludedIncludedIncludedIncluded
System
AutoNumber(‘autonumberstring’)IncludedIncludedIncludedIncluded
Between(‘testvalue’, ‘minvalue’, ‘maxvalue’, ‘inclusive’)IncludedIncludedIncludedIncluded
BPSetActiveStageSS(‘entityname’, ‘primaryrecordid’, ‘bpfname’, ‘stagename’)Not IncludedIncludedIncludedIncluded
Clear()IncludedIncludedIncludedIncluded
AddToQueue(‘recordid’, ‘entityname’, ‘destinationqueueid’, ‘sourcequeueid’)IncludedIncludedIncludedIncluded
CreateQuickTile(‘result’,’resultcolor’,’title’,’icon’,’tilecolor’,’tilebackground’,’link’)Not IncludedIncludedIncludedIncluded
CreateQuickTileCollection(‘quicktile1′, quicktile2’, ‘quicktile3’)Not IncludedIncludedIncludedIncluded
CreateEmailFromTemplate(‘templateid’, ‘recordid’, ‘recordentityname’, ‘setattribute_on_email’, ‘setattribute_on_email’)Not IncludedIncludedIncludedIncluded
Clone(‘entityname’, ‘guidofentity’, ‘relationshipname’, ‘ignorefields’, ‘enableprefix’)IncludedIncludedIncludedIncluded
ContainsData(‘fieldtocheck1’, ‘fieldtocheck2’)IncludedIncludedIncludedIncluded
ContainsDataAndNotZero(‘fieldtocheck’, ‘fieldtocheck2’)IncludedIncludedIncludedIncluded
DoesNotContainData(‘fieldtocheck1’, ‘fieldtocheck2’)IncludedIncludedIncludedIncluded
DecisionTable(‘step1’, ‘step2’, ‘step3’)Not IncludedIncludedIncludedIncluded
MultipleDecisionTable(‘sheet1’, ‘sheet2’, ‘sheet3’)IncludedIncludedIncludedIncluded
DoesUserHavePrivilege(‘userid’, ‘privilegename’)IncludedIncludedIncludedIncluded
GetUserRoles(‘userid’)IncludedIncludedIncludedIncluded
GetUserTeams(‘userid’)IncludedIncludedIncludedIncluded
HaversineDistance(‘longitudefrom’, ‘latitudefrom’, ‘longitudeto’, ‘latitudeto’)IncludedIncludedIncludedIncluded
HaveFieldsTriggered(‘field1’, ‘field2’)Not IncludedIncludedIncludedIncluded
HaveFieldsChanged(‘field1’, ‘field2’)Not IncludedIncludedIncludedIncluded
HaveFieldsNotTriggered(‘field1’, ‘field2’)Not IncludedIncludedIncludedIncluded
HaveFieldsNotChanged(‘field1’, ‘field2’)Not IncludedIncludedIncludedIncluded
IsUserInSecurityRoles(‘userid’, ‘securityrole1’, ‘securityrole2’)IncludedIncludedIncludedIncluded
MaxOf(value1, value2)IncludedIncludedIncludedIncluded
MinOf(value1, value2)IncludedIncludedIncludedIncluded
Random(minvalue, maxvalue)IncludedIncludedIncludedIncluded
RandomCollection(minvalue, maxvalue, count)IncludedIncludedIncludedIncluded
RemoveAttributes()Not IncludedIncludedIncludedIncluded
PriorValue(‘fieldreference’)IncludedIncludedIncludedIncluded
SendEmail(’emailguid’)IncludedIncludedIncludedIncluded
SetCurrencySymbol(‘Value’, ‘CurrencySymbol’)IncludedIncludedIncludedIncluded
ThrowError(‘message’)IncludedIncludedIncludedIncluded
WhoAmI()IncludedIncludedIncludedIncluded
Break()IncludedIncludedIncludedIncluded
ExpandCalendar(‘calendarid’, ‘startdate’, ‘endate’, ‘excludeholidays’)IncludedIncludedIncludedIncluded
GetVar(‘variablename’, ‘defaultvalue’)Not IncludedIncludedIncludedIncluded
GetFetchXml(‘formuladetailname’)IncludedIncludedIncludedIncluded
GetMessageName()IncludedIncludedIncludedIncluded
GetPrimaryEntityName()IncludedIncludedIncludedIncluded
GetCalendarRules(‘calendarid’)IncludedIncludedIncludedIncluded
GetSourceProperty(‘attributename’, ‘defaultvalue’)IncludedIncludedIncludedIncluded
MergeEntityCollections(‘collection1′,’collection2′,’collection3’ )Not IncludedIncludedIncludedIncluded
OutputToTrace(‘datatotrace’)IncludedIncludedIncludedIncluded
SetIgnoreFields(‘field1′, field2’, ‘field3’)Not IncludedIncludedIncludedIncluded
SetParams(‘field1′, field2’, ‘field3’)IncludedIncludedIncludedIncluded
SmartFlow(‘step1’, ‘step2’, ‘step3’)Not IncludedIncludedIncludedIncluded
SetVar(‘variablename’, ‘value’)Not IncludedIncludedIncludedIncluded
SetVarConcat(‘variablename’, ‘value’)Not IncludedIncludedIncludedIncluded
AzureCognitiveIssueToken(‘key’)Not IncludedIncludedIncludedIncluded
Process – JSON
CreateJArray(CreateJObject(), CreateJObject())Not IncludedIncludedIncludedIncluded
CreateJArrayChildren(‘entitycollection’, CreateJObject())Not IncludedIncludedIncludedIncluded
CreateJObject(CreateJProperty(), CreateJProperty())Not IncludedIncludedIncludedIncluded
CreateJProperty(‘fieldname’, ‘fieldvalue’)Not IncludedIncludedIncludedIncluded
FindJArrayItem(‘fieldname’, ‘defaultvalue’)Not IncludedIncludedIncludedIncluded
GetVarJsonValue(‘selecttoken’, ‘defaultvalue’)Not IncludedIncludedIncludedIncluded
GetVarJsonEC(‘selecttoken’)Not IncludedIncludedIncludedIncluded
Process – XML
CreateXmlAttribute(‘attributename’, ‘attributevalue’)Not IncludedIncludedIncludedIncluded
CreateXmlChildren(‘collectionname’, ‘collectionitemname’, ‘entitycollection’, ‘xmlelement’, ‘xmlelement’)Not IncludedIncludedIncludedIncluded
CreateXmlDeclaration(‘version’,’encoding’,’standalone’)Not IncludedIncludedIncludedIncluded
CreateXmlElement(‘elementname’, ‘elementvalue’)Not IncludedIncludedIncludedIncluded
CreateXmlRootAttribute(‘name’, ‘value’, ‘name’, ‘value’)Not IncludedIncludedIncludedIncluded
CreateXmlRootNode(‘nameofrootnode’, ‘xmldeclaration’, ‘xmlschemas\root attributes’, ‘xmlnodes’)Not IncludedIncludedIncludedIncluded
FindXmlItem(‘fieldname’)Not IncludedIncludedIncludedIncluded
GetVarXPathValue(‘xpath’)Not IncludedIncludedIncludedIncluded
GetVarXPathEC(‘xpath’)Not IncludedIncludedIncludedIncluded
REST Services
CallRestAPI(
SetRequestBaseURL(‘baseurl’),
SetRequestResource(‘resource’),
SetRequestDetails(‘method’),
SetRequestHeaders(),
SetRequestParams(),
SetRequestAuthenticationNone(),
SetRequestFiles(),
SetRequestExpected(‘responsestatuscode’),
SetRequestActionPass(‘action’),
SetRequestActionFail(‘action’)
)
Not IncludedIncludedIncludedIncluded
SetRequestBaseURL(‘baseurl’)Not IncludedIncludedIncludedIncluded
SetRequestResource(‘resource’)Not IncludedIncludedIncludedIncluded
SetRequestDetails(‘method’)Not IncludedIncludedIncludedIncluded
SetRequestHeaders(‘fieldpath’)Not IncludedIncludedIncludedIncluded
SetRequestParams(‘fieldpath’)Not IncludedIncludedIncludedIncluded
SetRequestAuthenticationNone()Not IncludedIncludedIncludedIncluded
SetRequestFiles(‘fieldpath’)Not IncludedIncludedIncludedIncluded
SetRequestExpected(‘responsestatuscode’)Not IncludedIncludedIncludedIncluded
SetRequestActionPass(‘action1’, ‘action2’)Not IncludedIncludedIncludedIncluded
SetRequestActionFail(‘action1’, ‘action2’)Not IncludedIncludedIncludedIncluded
Native Services
GeoCodeBing(‘addressLine’, ‘locality’, ‘adminDistrict’, ‘postalCode’, ‘countryRegion’)Not IncludedIncludedIncludedIncluded
GetExchangeRate(‘from’, ‘to’)Not IncludedIncludedIncludedIncluded
Translate(‘text’, ‘to’, ‘from’)Not IncludedIncludedIncludedIncluded
SharePoint Services
SharePointCreateFile(‘sharepointsite’, ‘sharepointusername’, ‘sharepointuserpassword’, ‘issharepointonline’, ‘replaceexistingfile’, ‘documentlibrary’, ‘filename’, ‘documentdata’, SharePointSetItemMetaData(‘fieldname’, ‘fieldvalue’))Not IncludedIncludedIncludedIncluded
SharePointCreateFolder(‘sharepointsite’, ‘sharepointusername’, ‘sharepointuserpassword’, ‘issharepointonline’, ‘foldertocreate’, ‘ifexistsdonothing’)Not IncludedIncludedIncludedIncluded
SharePointCreateSite(‘sharepointsite’, ‘sharepointusername’, ‘sharepointuserpassword’, ‘issharepointonline’, ‘siteurlname’, ‘sitename’, ‘sitedesc’, ‘language’, ‘template’, ‘uniquepermissions’)Not IncludedIncludedIncludedIncluded
SharePointDeleteFile(‘sharepointsite’, ‘sharepointusername’, ‘sharepointuserpassword’, ‘issharepointonline’, ‘filetodelete’)Not IncludedIncludedIncludedIncluded
SharePointDeleteFolder(‘sharepointsite’, ‘sharepointusername’, ‘sharepointuserpassword’, ‘issharepointonline’, ‘foldertodelete’)Not IncludedIncludedIncludedIncluded
SharePointDoesFolderExist(‘sharepointsite’, ‘sharepointusername’, ‘sharepointuserpassword’, ‘issharepointonline’, ‘foldertocheck’)Not IncludedIncludedIncludedIncluded
SharePointFindDocumentsByFetchXml(‘entityname’,’recordid’)Not IncludedIncludedIncludedIncluded
SharePointGetFile(‘sharepointsite’, ‘sharepointusername’, ‘sharepointuserpassword’, ‘issharepointonline’, ‘filetoretrieve’)Not IncludedIncludedIncludedIncluded
SharePointGetItemMetaData(‘sharepointsite’, ‘sharepointusername’, ‘sharepointuserpassword’, ‘issharepointonline’, ‘doclib’, ‘filename’)Not IncludedIncludedIncludedIncluded
SharePointUpdateItemMetaData(‘sharepointsite’, ‘sharepointusername’, ‘sharepointuserpassword’, ‘issharepointonline’, ‘doclib’ ‘filename’, ‘metadata’)Not IncludedIncludedIncludedIncluded
SharePointSetItemMetaData(‘fieldname’, ‘fieldvalue’, ‘fieldname’, ‘fieldvalue’)Not IncludedIncludedIncludedIncluded
xCache
xCacheGetGlobal(‘key’, ‘defaultvalue’)Not IncludedIncludedIncludedIncluded
xCacheAddCalculatedFieldLocal(‘key’, ‘name’, ‘datatype’, ‘expression’)Not IncludedIncludedIncludedIncluded
xCacheCalculateLocal(‘key’, ‘expression’, ‘filter’, ‘defaultvalue’)Not IncludedIncludedIncludedIncluded
xCacheFilterLocal(‘key’, ‘filter’, ‘sort’)Not IncludedIncludedIncludedIncluded
xCacheGetLocal(‘key’, ‘fieldname’, ‘defaultvalue’, ‘rownumber’)Not IncludedIncludedIncludedIncluded