38 posts published in 2013.
A new knowledge base article has been published on our support portal. Scenario Overview This scenario relates to a banking requirement about having all contact records restricted from normal users by default. However when a customer rings up to make inquires about their account the customer support
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to provide a daily report of any failed system jobs (i.e. workflows, actions, internal Microsoft jobs) to the system administrator. We decided to use the North52 Scheduler to execute a G
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we needed to provide a way for a user to generate inspection tasks for each product unit being ordered. The requirement was to execute a workflow from an Order and have it look at all t
Fixed bug from CRM 2013, Update Rollup 1 where source & target pick-lists not working Resolved issue with running Process Genie in a dialog Fixed issue updating the status field with UpdateRecord() Add caching option on the FindValue() function Full release history is available here
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we needed to be able to use a Round Robin system for assigning new leads to Salespeople. This is a fairly typically scenario that we have come across & implementing this type of a solut
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the users needed the ability to execute a workflow on an Account record which would generate a comma separated list of Case IDs as a note. See below for an example screenshot. View this article
Upgrade Notes Upgrade Actions: http://support.north52.com/knowledgebase/articles/273676-upgrading-to-version-1-0-0-429 Full release history is available here
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we have a situation where support staff are responding to Cases via Email. The requirement is that any emails created in the system that are regarding a Case whose first 3 characters of
A new knowledge base article has been published on our support portal. View this article in full on our support portal
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario when a Task is created in the system we need to find the latest note that is associated with the regarding field & place it into the description field on the Task record. N52 Formula Manager Sol
Compatible with both CRM 2011 & CRM 2013 Added new functions to support looping, (e.g. ForEachRecord(), DoLoop()) Added new functions to simplify aggregation of data, (e.g. FindSum(), FindAvg(), FindCount(), etc. ) Added new web service, (GeoCodeBing(), GetExchangeRate(), Translate()) Added new stri
Fix to intermittent issue when loading formulas within the formula editor. 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 that when a user sets a boolean field ‘Credit Check Contacts’ to true on the Account record it will execute a workflow on each active associated contact record. N52 F
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario it was very important for the people paying Invoices to know the current week number & what the UTC date and time was before paying an Invoice. View this article in full on our support
A new knowledge base article has been published on our support portal. Scenario Overview This business scenario requires us to build a set of dependent pick-lists between the option sets below. We need it so if the continent ‘Europe’ is selected then all the Country pick-list values are filtered to
A new knowledge base article has been published on our support portal. Scenario Overview This business requirement needs us to provide a way to take a set of Invoices & associated line items and clone them on a monthly basis. The requirement was around a recurring billing scenario of services that t
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is that whenever a Phone Call record is created in the system we need to look at who (Account Contact) is being called & take the text on its description field and place
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the HR department had a requirement to know the Age of a contact within the CRM system.
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is that when a user opens an Account record we need to check if the Send Marketing materials field has been set to ‘Yes’ & if so start a dialog process so the user can
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a company with a HQ office in the USA & regional offices in France. The users of the CRM system in France need to enter their notes about the Account record in French and so this
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we need to Geo-Encode the address details of the Account entity whenever the address changes on the Account record. We use the Microsoft GeoEncode web-service to take the address detail
Update for Microsoft Security Patch KB2840628 (https://technet.microsoft.com/en-us/security/bulletin/MS13-052) Resolved issue when logging set to Error some Information logs would get created Added support for GetPartyListCount() function Allows users to add their own custom views to the formula ent
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is to validate that the Estimated Close Date on the Opportunity record cannot be set to a date before the create date. N52 Formula Manager Solution The Formula Manager s
Today we are announcing our first accelerator called N52 Opportunity Analytics. We have several of these accelerators planned & there aim is to solve real world Dynamics CRM problems. All accelerators will be using N52 Formula Manager and will in effect act as mini showcases of the product. They wil
A new knowledge base article has been published on our support portal. Scenario Overview Our business requirement is that when a user Qualify’s a Lead record & an Opportunity gets created we need to move any notes that users entered on the Lead entity across on to the Opportunity. N52 Formula Manage
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is to format the main telephone number on the Account entity. The requirement is that if the phone number is 7 or 10 characters long we need to apply the formatting rule
A new knowledge base article has been published on our support portal. Scenario Overview In the previous sample we saw the following requirement that we had a 3rd party integration creating Account records within Dynamics CRM. This integration cannot set the ownerid field of the record but it can se
A new knowledge base article has been published on our support portal. Scenario Overview The business requirement here is that we have a 3rd party integration creating Account records within Dynamics CRM. This integration cannot set the ownerid field of the record but it can set a text field with th
Added support for updating owner field for save to children Resolved issue with client-side formulas relating to string encoding Added support for GetPartyListItemName() function Added support for GetPartyListItemType() function Full release history is available here
A new knowledge base article has been published on our support portal. Scenario Overview This is a bit of a strange business requirement but a customer was storing IP addresses in there CRM system & they needed to create a view which sorted the IP Addresses.We decided the easiest way was to pad the
A new knowledge base article has been published on our support portal. Scenario Overview This is a follow on scenario to xRM Formula #25 User Actioned Form Notifications. Its business scenario was that whenever a user opens an Account record or a user changes the category of a customer that you chec
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement that whenever a user opens an Account record or a user changes the category of a customer that you check the value of outstanding Invoices for that customer. And
Enhanced support for Outlook offline mode in relation to client side formulas Fixed issue with setting currency values with CreateRecord() & UpdateRecord() Added function GetNextWorkingTime() Enhanced ExecuteWorkflow() function so it can run server-side Added feature to clean up public saved views a
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is to determine all the ‘Sales Team’ members of an Opportunity (i.e. an Access Team, new security feature in CRM 2013) & send them an Individual Email when the Opportuni
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario when a user converts an Email to a Case you need to ensure that the description field (Body) from the Email is copied across without formatting to the newly created Case. This formula c
A new knowledge base article has been published on our support portal. Scenario Overview This business requirement sees a custom field on the Lead entity called ‘Last Note Entered’ which is a datetime field. This field is to be populated with the current datetime whenever a new note is created or up
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement to copy the field ’Standard Cost’ from the product entity record on to the ‘Quote Product’ record whenever the ’Quote Product’ is created. This is primarily used
Fix floating point datatype issue Add support for save to children formula type for different fields Fix invalid lookup values for client side Fix tab and section name retrieval on a form Full release history is available here
