40 posts published in 2012.
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement to set & continually update a custom field on the Account entity called ‘Total Open Opportunities’. This field is the sum of the estimated revenue field from all
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you need to format the main telephone number field of the Account entity. The format needs to look like this “207.555.3652”. This makes the phone number formatting consistent across all accounts
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement to set & continually update a custom field on the Account entity called ‘Total Open Opportunities’. This field is the sum of the estimated revenue field from all
Added support for client side formulae Added support for no lock on aggregate operations Fix for multiple formulae when using delete event Add support for CASE statement Add support for GetNextWorkingDay function Add support for IsWorkingDay function Add support for DiffWorkingDays function Add supp
This post is all about pricing our Dynamics CRM 2011 add-on product N52 Formula Manager. And the lessons we have learnt since launching in July of this year. The single biggest lesson, ‘Keep it simple stupid’. Our team knows this rule and yet we ended up with a complex model of trying to keep every
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you need to validate that the user enters in a valid US state in its 2 character format. In previous versions of CRM you would normally just add a picklist with all the valid values but the new
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when an Account is deactivated all associated Contact records are also deactivated. Additionally, if the Account is subsequently reactivated then reactivate the
Fix for when an entity is deleted but formulas still exist Add support for boolean in the formula calculation entity Add support for StartSchedule and StopSchedule functions Add support to clone many to many relationships Add support for CreateRecord and UpdateRecord functions Add support so that wh
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we would like to send nicely formatted quote emails to customers which contain the product line items and totals in a table. The out of the box method of running the Quote Report, saving as a PD
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when a user creates a new Opportunity in the CRM system a default Price List is automatically set when the Opportunity is created. [Set the price List Lookup on
Add support for not using the AutoNumber function within the AutoNumber formula type Fix for GUI display of sub schedules Fix for returning proper datatype on FirstRecord() function call Full release history is available here
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when a user in on the contact entity and changes the parent account (Company) field then all the Contact Preferences details from the new parent account needs to
Fix on the PreCheck functionality for a formula Added GetDateOnly function Added support for delete event Added support for export of formulas to a zip file for easy imports to other CRM systems Fixed issue with formula validation within the formula editor Fixed encoding issue for the FindValue & Fi
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when an accounts address is updated you need to update all the related contact addresses with the same data. The scenario involves the synchronization of fields
A new knowledge base article has been published on our support portal. View this article in full on our support portal
Added Clone function Added SetPartyList function Added SetPartyListCombined function Added Command pattern Added AddHours function Fix calculated field in a dialogworkflow Added support for the Book & Reschedule events on the appointment Full release history is available here
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is to remove any attachment in the CRM system if it is older than 3 years. N52 Formula Manager Solution The Formula Manager solution works like this, We create a formula
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario when an order is marked as ‘Fulfilled’ we need to loop over each of the Order Line Items & decrement the ‘Quantity On Hand’ field on the product entity with the quantity on the Order line Item.
General News, Points of Interest, etc. Forrester and Gartner Trajectories for CRM New Microsoft Dynamics Social CRM White Paper: What They Can Deliver Today? Dynamics CRM in the Contact Center – Keeping Multiple Source System Data in Sync – First in Series The 2012 CRM Influential Leaders Windows 8,
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when an order is created you need to loop over all the items in the associated price list & create an order detail record for each product. This is a typical req
Performance fix when calling formula from workflows Full release history is available here
Cork, Ireland – July 31th, 2012 – North52, a leading provider of software products for the Microsoft Dynamics CRM platform, announced today that it has formally launched its flagship product N52 Formula Manager through the Microsoft Dynamics marketplace. N52 Formula Manager allows for the creation &
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you are using the out of the box Phone Call entity and you have a business requirement that when a user opens a b record that you populate the ‘Actual Start‘ date with the current date & time.
General News, Points of Interest, etc. Dynamics CRM Fall 2012 “Refresh” UI first impressions Microsoft Dynamics CRM and Custom Apps for the iPad Dynamics CRM roadmap for Fall 2012 release and beyond (the road to Metro) Microsoft Dynamics CRM Pivots Off R8 Misfire with New App Vision and Schedule at
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you have a custom entity called Training Course which has an N:N relationship with the Contact entity. It basically records each time a contact attends a training course. You need to implement a
Production Release Full release history is available here
General News, Points of Interest, etc. Revenue for CRM Software Topped $12 Billion in 2011 Getting CRM Out of the Office The numbers are in! Return on investment with CRM Online 2011 Tracking Opportunity Revenue in Microsoft Dynamics CRM by PPC Keyword – Part I Mark Tamis: Social CRM and Enterprise
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you have a custom entity called Training Course which has a N:N relationship with the Contact entity. You need to implement a business rule (rollup) that will keep track of the count of Contacts
General News, Points of Interest, etc. Customer Portal Brings Self-Service to Microsoft Dynamics CRM CRM 2011 – Hosk’s Study notes – CRM 2011 Customization and configuration Functional Features Rapid View Forms in CRM 2011 R8 MSCRM 2011: Hiding a section based on a selection from a picklist field Dy
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you need to implement a business rule that will change the business process flow & stage on the opportunity entity when the estimated revenue of the Opportunity is set to less than $1,000. You c
General News, Points of Interest, etc. Love it or Hate it, Social Media is Here to Stay You Can Take It With You: How Microsoft Dynamics CRM Makes Your Customizations Portable Taking Advantage of Microsoft Promotions Will you get the ax when the Social and Cloud CRM projects are called out as sham?
General News, Points of Interest, etc. World-class Customer Experiences with Microsoft Dynamics CRM Business Reasons for Upgrading Your CRM System CWR Mobility Launches New Version of CRM for Microsoft Dynamics CRM – Now Supports Android and Windows 7.5 Zendesk for Microsoft Dynamics CRM 2011 Azure
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we needed to implement a business rule that will calculate the number of days between two dates on the Opportunity entity. The result of this calculation to be place into a field called Days Ope
General News, Points of Interest, etc. Microsoft Dynamics Most Influential People Top 100 Catch the CRM Fever Sweepstakes for Microsoft Partners Gartner: Mobile CRM gives better ROI than social Microsoft beats Salesforce to utility CRM deal Seven reasons why Salesforce.com and Microsoft could be vul
General News, Points of Interest, etc. New Microsoft Dynamic CRM Mobile Capabilities! Microsoft: We have ‘high tens of thousands’ of Azure customers Key Environment Planning Tips for a Microsoft Dynamics CRM 2011 Upgrade Is Siebel the first giant to be toppled by the rise of SaaS? Anatomy of a CRM I
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario you need to implement a business rule that will Geo-Encode all the addresses within your Microsoft Dynamics CRM Account entity. This involves using the data within the following fields on the ac
General News, Points of Interest, etc. Microsoft Dynamics CRM 2011 UR9 (a.k.a “R8”) Beta is here! Dynamics CRM update & version madness explained Cross-browser support implications for CRM developers and users Get your Dynamics CRM Beta Today Functional Features Managing Access to Activate/Deactivat
A new knowledge base article has been published on our support portal. Scenario Overview You need to generate an AutoNumber for the Account entity within the Account Number field. The format of the AutoNumber needs to meet the following requirements: Have a prefix of “Acc-“ Followed by a fixed nine-
Following up on a very successful first beta release & with heaps of early adopter feedback North52 has released an updated version of Formula Manager. This version contains the following enhancements, Added support for filtering by Target entity Performance improvements around retrieving only the n
We are pleased to announce that North52 has started beta testing of its flagship product Formula Manager. You can now download the beta at the website, www.north52.com. The core product team will be providing valuable information using twitter & our forums at, http://north52.proboards.com/ https://t
