39 posts published in 2014.
A new knowledge base article has been published on our support portal. Scenario Overview Note : This Article is for pre version 9 of CRM , since then Microsoft has given the Process Stages its own Entity. Note : This Article is for pre version 9 of CRM , since then Microsoft has given the
A new knowledge base article has been published on our support portal. Scenario Overview Note : This Article is for pre version 9 of CRM , since then Microsoft has given the Process Stages its own Entity. Note : This Article is for pre version 9 of CRM , since then Microsoft has given the
Bug Fixes Fixed issue when updating task activities Fixed issue in IE when using popup dialogs for processing. e.g. Start Schedule, Clone Formula, Publish Formula, etc. v1.0.0.452 (20-Nov-2014) New Features Support for CRM 2015 Support for HTML5 Formula Editor Allow parameter XML to be defined on Pr
A new knowledge base article has been published on our support portal. Scenario Overview Note : This Article is for pre version 9 of CRM , since then Microsoft has given the Process Stages its own Entity. In this scenario we had a business requirement to ensure that at least 1 Decision Maker stakeho
The CRM 2015 release from Microsoft is a great leap forward and it will enable partners to deliver awesome CRM solutions to customers in a faster timeframe and with more confidence than before. One of the items we wanted to address was how North52 compares to some of the new CRM 2015 features and in
Over the past 12 months the Microsoft Dynamics CRM and Azure teams have been on a rapid release cadence of their respective software. It has meant that the space occupied by some Microsoft ISV partners is now being infringed. This has thrown up many questions as to the future of these Microsoft part
One topic we’d like to discuss is performance. Have you ever had CRM performance issues? It could be excessive database locking, tens of thousands of workflows executing at the same, real-time data integrations, etc. We have seen our fair share of these over the years and would like to explain just
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a custom field on the Opportunity Form called: All Items Complete. This is a locked field with a default value of No. The business rule should update this field on the Parent Opportunity
A new knowledge base article has been published on our support portal. Scenario Overview When comments are entered as part of a Dialog Process the comments are stored in the Comments field of the Process Session record. If you want to automatically store the comments elsewhere you would need to writ
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the end user wants to create a Task record in CRM and set the end date for that task as the end of the calendar month. We created this using a workflow called Generate FollowUp Task tha
A new knowledge base article has been published on our support portal. Scenario Overview To enhance the user experience when creating an Opportunity we want to only show the Accounts that are either owned by the current user or a team they belong to when the user clicks the search button for the loo
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario when an Appointment is created and the regarding object is of type Lead whose status reason is ‘New’ we want to change this status reason to ‘Meeting Arranged’. N52 Formula Manager Solution The
Upgrade Notes Bug Fixes (Additional detail): http://support.north52.com/knowledgebase/articles/435174-upgrading-to-version-1-0-0-450 v1.0.0.446 (02-Aug-2014) Added support to retrieve the Formatted Value for a property Added new function GetUserTeams() Added support to clone organization owned entit
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 tries to delete an Invoice record that has been marked as paid we would like to stop this and show an error message to the user. See the screenshot b
A new knowledge base article has been published on our support portal. N52 Formula Manager Solution The Formula Manager solution works like this, A schedule is setup to execute on a daily basis This schedule executes a Global Action The first step of the action is to call a Process Genie formula Thi
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a custom field on the Account form called ‘Oldest Contact’ which needs to be populated. The business rules states it should be populated with the oldest contact by Age linked to the Comp
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we needed the ability to have a button placed on the Marketing List form that would remove all contact members from the current marketing list. The screenshot below shows how this button would a
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a Sales Manager who is on the road a lot and uses the Dynamics CRM tablet application on his IPad a lot. The requirement he wanted was to have simple button placed on the Account entity
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a business rule that needs to validate that when a user creates an Opportunity Product (line item) that only one record can exist per Opportunity when a specific price list is selected.
Fixed issue with setting the default value on the deployment solution field on a formula Full release history is available here
Added support to control data sets for client-side formulas Fixed issue where client-side formula firing on deactiavted record Enhanced CountCharacters() function to be able to count a specific character Added support to allow formulas & scheduled to be placed into any unmanged solution Added extra
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to validate that the user enters exactly four digits for a credit card field or leaves it blank. The validation needs to execute when the user tabs out of the credit card field (i.e. Cli
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a custom field on the Quote entity called Admin Fee. This field must be populated whenever a Quote is created. The CRM system has a custom entity which stores all the admin fees by Accou
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is to generate an Auto-Number on the Account entity. The specific requirement is that the first 3 characters of the account name is used as a prefix and that when genera
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to add a validation rule when a user marks an Opportunity as ‘Close as Won’. The validation rule states that there must be at least one user with the role ‘Sales Professional’ associated
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we need to generate an Outlook appointment (.ics) file as an attachment on an email when ever the ‘Subject’ field of the the email contains the word ‘Doctor’ & the regarding field is se
Fixed issue with Save and Close & Save & New in CRM 2011 Added support to call ExecuteWorkflow() function from a Process Genie Added support to stagger schedule processes Added support to GetNextWorkingTime() function to count time between days Fixed null reference issue with Association formula typ
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need the ability to display a warning message on the Case entity if Active contracts exist for the Customer associated with the Case record. The screenshot below shows an example of what the
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 an email that would go out to the Primary Contact of the Account. One of the key pieces is that withi
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to validate that the SSN field on the Contact entity is in the correct format. If it is not in a valid format then we need to display a message to the user and stop the
A new knowledge base article has been published on our support portal. Scenario Overview The business scenario here is that you have an Accountancy firm that generates end of year accounts for its customers. At the end of the financial year for each customer they need to send an email with the end o
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is to remove all PDF email attachments that are over 1MB in size. The end user needed to do this manually from a Command Console. N52 Formula Manager Solution The Formul
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the end user needed the ability on a yearly basis to generate an Invoice from a Contract. We decided to set this up so that a user could run a workflow called ‘Generate Invoice from Con
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is to dynamically set an SSRS report (URL) which has been embedded onto the Account form via a IFrame. We need to pass in the current accounts guid into the URL so the c
Fixed issue from CRM 2013, Update Rollup 2 where the getserverurl() function is no longer supported by Microsoft Fixed issue from CRM 2013, Update Rollup 1 where the label control of html webresources does not get hidden on hiding the entire control Fixed issue from CRM 2011, Update Rollup 16 where
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have an Advertising company selling TV ads for a period of time with the need to calculate monthly pro-rata amounts . These TV ads were represented as Opportunities in the CRM system where yo
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have the need that whenever the description field changes on a Case record we have to update this new description text to a custom field call workscope on the email entity for all related sen
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a fictitious Insurance company that rents out vehicles. The rental agreement between the Insurance company & the customer is represented by a Contract. And the Contract is made up of man
Fixed bug in CRM 2013, Update Rollup 1 when using a formula in a workflow or dialog Added support for Associate & Disassociate events Added new functions StripHtml(), IsUserInSecurityRoles() Perform multiple actions within a single formula Fixed XML encoding issue when deploying formulas Full releas
