37 posts published in 2016.
A new knowledge base article has been published on our support portal. Scenario Overview Our business requirement is that when a user Qualifys a Lead record and an Opportunity gets created, we need to move any notes that users entered on the Lead entity across on to the Opportunity. In our example o
A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish to hide certain fields/sections depending on the Form type the user is using. In this scenario, we are required to hide the Address Section when a user accesses CRM via the Update
A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may need to hide certain fields/sections depending on where the user has accessed CRM from: Desktop, Tablet or Phone. In this scenario, we are required to hide the Address Section when a us
A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish to hide certain fields depending on where the user has accessed CRM from. In this scenario, we are required to hide the Address Section when a user accesses CRM via their Mobile. N
A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish to hide certain parts of a form when it is loaded. In this scenario, we are required to hide the Company Profile and the Marketing field whenever the form Account - Read Only is lo
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. Scenario Overview In this scenario we are required to gather a list of all the First Names in an Accounts entity associated Contact. We will save this list into the Description field for simplicity in this example. N52 Formula Ma
A new knowledge base article has been published on our support portal. Scenario Overview A business that is managing construction Opportunities has many dates which specify key milestone dates for managing a bid. They have several active bids at one time and each bid could be at different stages. Th
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, you may require that Account records have their shared access quickly removed when it is needed. This can be done using the RecordUnShareAll function and North52’s Quick Button App. N52 Formula
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, you may require that private Account records be shared quickly with a Secure Team when it is needed. This can be done using the RecordShare function and North52’s Quick Button App. N52 Formula
New Features Allow direct use of ContainsData & DoesNotContainData in Decision Tables Allow use of raw functions in Decision Tables Allow use of a list for the SetPickListValues() function Added support for North52 Schedule Extended Enhanced ContainsData() and DoesNotContainData() to take multiple f
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we wish to automatically create follow up tasks whenever a task is completed. We will need to be able to dictate how far into the future the follow up task should be and the follow up task can
A new knowledge base article has been published on our support portal. Scenario Overview In some situations you may need to need to quickly save and reload a form whenever a certain field that has been filled in by a user, even before that user finishes filling out all the other fields. North52 allo
A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may need to restore information that has been changed. In this scenario, we are required to revert the phone numbers of all Account entities back to their values from 7 days ago. This can b
A new knowledge base article has been published on our support portal. Scenario Overview In your business, you may wish for a Quality team to randomly review the work of users. In this scenario, we are required to present to this Quality team a random portion of all the completed Tasks, PhoneCalls a
Bug Fixes Fixed issue with setting German currency, decimal & float client-side fields Fixed issue with Process Genies where the initiaing user was system user when accessing usersettings entity Fixed issue with multi-step DoLoop() function where not obeying License editions Fixed issue with the Sch
A new knowledge base article has been published on our support portal. Scenario Overview In some situations you may need to need to quickly save a field that has been filled in by a user even before that user finishes filling out all the other fields. North52 allows you to saved the details as soon
A new knowledge base article has been published on our support portal. Scenario Overview In some situations you may need to combine all the address information you have on a Contact into one field – perhaps to allow for easy printing of a label. For this business scenario the requirement is to autom
A new knowledge base article has been published on our support portal. Scenario Overview In some situations you may need a CRM Action to return parameter and to implement the parameter values into a formula. Below is an example of how this can be be implemented. We have a variable SaleTaxRate define
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is for the Opportunity form to have a field translating the Est. Close Date field into the Pacific time equivalent. It is required to do this automatically upon creating
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the customer wants a record type to have a Case ID that populates on the creation of the record. They want the Case ID to be: Random 7 digits In integer form Be a unique number N52
A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the requirement is for Tasks to be assigned to a Queue called “Urgent” whenever the Subject line contains the word “Urgent”. 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 business scenario the requirement is for the Business Process Flow to automatically move to different stages depending on the value of a field (Est. Revenue). It is required to do this automatically upon
A new knowledge base article has been published on our support portal. Scenario Overview In some situations you may have Invoices where there are multiple Invoice Product line items which are for the same Product but may have different attributes. For this business scenario the requirement is to aut
New Features Added support for Patch on CallRestApi Added support for Condition-Or in Decision Table Added support for Process Session entity Added support for multiple AddPreFilter lookups Added support for no aggregation fetch-xml option on FindSum() Bug Fixes Fixed Publish All time-out issue Fixe
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to execute a Action process which has input parameters as part of a formula. To demonstrate this we will update the custom field Weekly Message in the Account entity based on data entere
New Features Added support for CRM 2016 Update 1 Enhanced SetClientSideField() to process Lookups and Datetime fields Added ability to send raw JSON XML as either application or text Added an enhanced formula syntax checker Enhanced formula checker so it ignore comments Added ability for BPA to work
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario every time the Primary Contact is changed on an Account, we wish for that Primary Contact’s name to be saved to the Account’s Description field. The function FindValueQuickName provides an easy
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we require a max character limit of 25 characters for the Account fields Street 1, Street 2 and Street 3. Any characters over this limit will be truncated. We want this rule to be applied to dat
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we are required to make a simple CSV list of all Product Line items associated with an Opportunitywhenever the Topic field is changed or whenever a Quick Button is clicked. We will save this lis
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to compare the difference between the estimated revenue of an Opportunity vs the actual revenue generated from an opportunity. A potential error here can arise if one or more of the valu
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we are updating our Contacts address information. We have a custom entity called Address Change that will be filled with this information via incoming sources (e.g. a portal form ). We will use
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, we will copy the attachments from the notes on an account to that accounts SharePoint folder. We will then delete the attachments on the notes to free up space on CRM. We are using Dynamics 365
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, the business requirement was to be able to add a Lead to a specific Marketing List as part of a workflow. N52 Formula Manager Solution The Formula Manager solution works like this, We create a
A new knowledge base article has been published on our support portal. Scenario Overview This example follows on from N52 Formula Manager Solution – Decision Table The Formula Manager solution works like this, We create a formula of type ‘Save – To Current Record’ on the Document Location entity The
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario, the business requirement from the customer was that they did not want to use the standard Sharepoint folder structure. Instead, they are grouping their documents by geographical location. Conti
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we need to send sales representatives a weekly reminder to update their open Opportunities. Below is a screenshot of what the email to a sales representative would look like: View this article i
