35 posts published in 2015.
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, the business requirement is to automatically create a PDF of a Word document that has been created from a Microsoft Dynamics 365/CRM Template. We are using the out-of-the-box Invoice template a
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, the business requirement from the customer was to connect a Competitor to a parent Account when one was added to a Contact on that Account. For this example, we will assume that you have alread
New Features Added support for Decision Tables Added support for In-Memory Queries via xCache Support for CRM 2016 Added support for multi-action DoLoops. Added support for color coding of formula elements in formula editor Added support to search any treeview in the formula editor Added walk the tr
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, the business requirement we are addressing is to create a Contact direct from a Lead, without creating an Opportunity and to move all the open and completed activities over to the new Contact.
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 Case record in French and so this
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a requirement from a customer to open a new Appointment for a Lead from a button on the form. The customer wants the regarding field on the new appointment form automatically set to the
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a Sales Order that is being cloned regularly. However there is a field on this form that has Field Level Security enabled: Private Tax Number. This is preventing users without Field Leve
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement for the customer was how to handle 2 different shifts of employees, A Day shift starting at 8 am, A Night shift starting at 8 pm. The Day shift should get access to Dyna
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement that needed to be solved was related to tax on Order Products. The customer wanted a simple way to update the Tax on all the Order Products connected to an Order. To sol
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement is to prevent notes being changed or updated on a Case after it has been closed. New notes can be added, but old notes cannot be updated. N52 Formula Manager Solution Th
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will show you how to set up an AutoNumber formula on an Opportunity entity that only fire only when the Opportunity reaches a specific stage in the Business Process. The requirement is that w
New Features Added new wizard generators for a range of functions Enhanced support for JSON token processing Added support so a Schedule can call a global action Speed up deployment process with regards to active deactivate North52 plugins Support changing statecode statecode reason with CreateRecor
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will show you how to create an email address from a contact’s name and their parent account’swebsite URL using regular expressions. We have a batch of records that contain only the first name
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement was to automatically attach documents, from a SharePoint Site related to an Opportunity, to an email and send that email to a customer. For this example we are using Dyn
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement was to calculate the driving distance and travel time for a student to Oxford University College. If a student’s home address is more than 70 miles away then they are to
A new knowledge base article has been published on our support portal. Scenario Overview Note: This functionality will be publicly available in the next release expected in early September This scenario will demonstrate how to change the options available in a pick list depending on who the user is.
A new knowledge base article has been published on our support portal. Scenario Overview In this 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 email when the Opportunity reaches the ‘Clos
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will demonstrate how to make a System User auto-follow an Opportunity when they are added to the Sales Team. View this article in full on our support
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we were asked to demonstrate how to create a Comma Separated list within a N52 Formula. To do this we use a 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 we were asked to demonstrate how to carry out different actions depending on which field has changed on an Account record. To do this we will use the PriorValue() function and the Case() Stateme
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the business requirement was to add a button to the Account form that would allow the user to quickly create a PDF document containing the last 10 days of audit history. For this we use the Quic
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we are demonstrating how to use N52 BPA to create Template emails in CRM, and use both parameters and dynamic data slugs to populate the emails. This will allow you to add information to emails
A new knowledge base article has been published on our support portal. Scenario Overview In this example the business requirement is to regularly update CRM with data from another system to keep the data synchronized. The example we will use here is a hospital system, sending data to CRM that is upd
A new knowledge base article has been published on our support portal. Scenario Overview This simple scenario is an example of how to make a change a score from a Survey response based on how many other open cases the customer has in CRM currently. The reason for this would be that if a customer has
New Features Support for CRM 2015 Update 1 (i.e. Carina release, 7.1.x.x) Sitemap reference now generated in the CRM2013 CRM2015 solution Allow configuration of the number of formulasschedules to publish in a single step Allow configuration of the North52 Publish All feature Added official release d
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we are sending an email survey out to customers whose case’s were closed the previous day. To do this we will use View this article in full on our support portal
A new knowledge base article has been published on our support portal. Scenario Overview This scenario is an enhancement of the View this article in full on our support portal
A new knowledge base article has been published on our support portal. Scenario Overview This scenario is a continuation of the articles on sending Sales Literature. This time we are integrating with the Voice of the Customer solution. The business requirement is that we send out product information
A new knowledge base article has been published on our support portal. Scenario Overview This scenario is an improvement of Formula #83. The Business requirement here is to use an existing template email on CRM instead of generating the email within the Dialog. The user will select the appropriate S
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the requirement was to allow a user to create an email and attach Sales Literature PDF documents directly from a Dialog running on the Case entity. It will display all available Sales Literature
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the customer had the following business requirement: Phone calls should only be scheduled at 9 am, 12 noon, 3 pm and 6 pm and not use the out of the box feature which allows for user defined inp
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we needed the ability to create and open an appointment directly from a lead in CRM using a North52 Quick Button on the form. The screenshot below shows how this button would appear on the lead
Bug Fixes Fixed issue with the sitemap where it was resetting some of the elements Fixed issue where the Dynamic Record URL field used in a workflow would not load for a formula Fixed issue with Process Genie where the parameter XML would not accept virtual fields v1.0.0.460 (16-Jan-2015) New Featur
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we needed to support a business rule where any newly created products are automatically added to all price lists in the CRM system. This formula will automatically find any active Price
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
