2019

36 posts published in 2019.

23 December 2019Business Rule Example

Business Rules Example #239 – Azure Functions with Active Directory Security – Execute

A new knowledge base article has been published on our support portal. Overview This is the second part of a two part series. Please see here if you have not completed the setup guide yet. Now that the Active Directory Security has been set up on Azure functions, this article will show how to execut

11 December 2019Business Rule Example

Business Rules Example #238 – Azure Functions with Active Directory Security – Setup

A new knowledge base article has been published on our support portal. Overview This article shows how to securely connect to an Azure Function using Azure Active Directory. Setup – Create Resource Group Navigate to portal.azure.com and login to your Azure instance Click on Resource Group in the bla

29 November 2019Business Rule Example

Business Rules Example #237 – Using a multi-select option set in a North52 formula

A new knowledge base article has been published on our support portal. Overview In this business scenario we have many Accounts across the globe and we wish to flag an Account if it is involved with a country inside the EU. Note: In this example we have created a custom field called Countries which

19 November 2019Business Rule Example

Business Rules Example #236 – Fix an unknown rogue Process using HaveFieldsNotChanged

A new knowledge base article has been published on our support portal. Overview In this business scenario we have an unknown Rogue Process that is setting the Description field to itself in an Account periodically. We are unsure as to what is causing it but we can see it happening. This is having a

7 November 2019Business Rule Example

Business Rules Example #235 – Send Custom JSON Message to Azure Event Grid

A new knowledge base article has been published on our support portal. Overview The business requirement is to create a custom JSON message whenever certain fields change on the Account record. This JSON message then had to be sent to our Azure Event Grid. The custom message needs to contain certain

28 October 2019Business Rule Example

Business Rules Example #234 – Match an Application with its Contact or create a new Contact for it

A new knowledge base article has been published on our support portal. Overview In this business scenario we have a custom entity which stores Application data that a User provides. When a User submits this Application, we want to match the details given in the Application with any existing Contact.

22 October 2019Release Notes

North52 Release – October 2019 – v590

New Features Updated publish process so that SDK Message Processing steps related to Actions are rebuilt if missing Updated publish process so that if formula detail is missing its web-resource it is rebuilt Update the function CreateJProperty() to be numeric aware Enhanced performance of formula sa

16 October 2019Business Rule Example

Business Rules Example #233 – Store and retrieve a secret in Azure Key Vault

A new knowledge base article has been published on our support portal. Overview This article shows how to securely store a secret in Azure Key Vault and how to retrieve a secret when required. North52 BPA Solution The North52 BPA solution works like this: A formula is created that will trigger whene

4 October 2019Business Rule Example

Business Rules Example #232 – Retrieve Userid from a different CRM Instance using Azure

A new knowledge base article has been published on our support portal. Overview This article shows how to retrieve a User ID from a different Dynamics 365 instance using Azure. North52 BPA Solution The North52 BPA solution works like this: A formula is created that will trigger whenever a workflow a

24 September 2019Business Rule Example

Business Rules Example #231 – Execute a North52 Decision Table as part of a Microsoft Flow using HTTP Azure AD

A new knowledge base article has been published on our support portal. Overview This article shows how you can execute a North52 Decision Table as part of a Flow and return a value back to the Flow to be used in a later step. This is conceptually very similar to how the Process Genie functionality

12 September 2019Business Rule Example

Business Rules Example #230 – Set a PartyList field in a Decision Table

A new knowledge base article has been published on our support portal. Overview In this business scenario we are required to change the Call To field in a Phonecall entity depending on what is entered into the Description field. This is a generic example to highlight the functionality of North52 BPA

2 September 2019Business Rule Example

Business Rules Example #229 – Qualify Lead and Create both an Account and a Contact

A new knowledge base article has been published on our support portal. Overview In this scenario, we require a button that sets a Lead to the status Qualify and creates an Account and a Contact using the data from the Lead. This is very similar to what the Qualify Lead ribbon Microsoft provides does

21 August 2019Business Rule Example

Business Rules Example #228 – Check if Parent Accounts Owner is Active

A new knowledge base article has been published on our support portal. Overview In this scenario, we want to make sure that any Opportunity that is associated with a disabled User gets flagged so that it can be reassigned. We want to show a notification when an Opportunity is opened and the Opportun

9 August 2019Business Rule Example

Business Rules Example #227 – Hide/Show Header field

A new knowledge base article has been published on our support portal. Overview In this scenario, we want to hide/show the Credit Limit field depending on the value of our Credit Hold field. However this Credit Limit field is in the Header section of our form. We do this by adding the prefix “header

30 July 2019Business Rule Example

Business Rules Example #226 – Add Skills to Contact depending on Resumé

A new knowledge base article has been published on our support portal. Overview In this scenario, we have a custom entity called Skills that we want to use when reviewing a Contacts resumé or CV. The Contact entity has a custom text field called Resumé that we place unformatted resumé text into. We

26 July 2019Release Notes

North52 Release – July 2019 – v588

New Features Added new formula type called Library Calculation Added extra parameter on ThrowError() function to allow for injection of two new lines Added new UCI form for Formula entity Added short-cut key F2 for instant edit mode on Decision Tables Added short-cut key F4 for Toggle Advanced Mode

18 July 2019Business Rule Example

Business Rules Example #225 – Send Custom JSON Message to Service Bus Queue

A new knowledge base article has been published on our support portal. Overview The business requirement was to create a custom JSON message whenever certain fields change on the Account record. This JSON message then had to be sent to our Service Bus queue. The custom message needs to contain certa

8 July 2019Business Rule Example

Business Rules Example #224 – Save an Account’s previous Option Set choice

A new knowledge base article has been published on our support portal. Overview In this business scenario we want to save an Account record’s last Category choice. To do this, we have created a custom field called Previous Category. Whenever the field Category is changed we want the previous value t

26 June 2019Business Rule Example

Business Rules Example #223 – Auto assign North52 security roles to new users

A new knowledge base article has been published on our support portal. Overview In this scenario, we require that every User be given the North52 Formula Manager – Standard security role We shall do this by creating a formula to update the security roles whenever a user is created. North52 BPA Solut

14 June 2019Business Rule Example

Business Rules Example #222 – Multiple Entities sharing an AutoNumber

A new knowledge base article has been published on our support portal. Overview In this scenario, we require that both the Contact and Account entity share the AutoNumber count. Whenever an Account or a Contact is created, we want their respective new_autonumber field to be filled automatically. We

4 June 2019Business Rule Example

Business Rules Example #221 – Reset AutoNumber every year

A new knowledge base article has been published on our support portal. Overview In this scenario, we have a formula that prefixes the AutoNumber with the year. We would like this AutoNumber value to be reset at the start of each year so that users can see the number of accounts been made this year.

23 May 2019Business Rule Example

Business Rules Example #220 – Execute a North52 Decision Table as part of a Microsoft Flow

A new knowledge base article has been published on our support portal. Overview Note: A simpler implementation of this functionality can be achieved without creating an Azure Web Application, see the alternative method in this article. This article shows how you can execute a North52 Decision Table

17 May 2019Release Notes

North52 Release – May 2019 – v580

New Features Added support for filter and sort on the xCacheGetLocal() function Added support for AutoIncrement on the xCacheAddCalculatedFieldLocal() function Added support for changing Status & Tracing Level fields for formulas within Managed Solution Enhance caching on N:1 relationship lookups En

13 May 2019Business Rule Example

Business Rules Example #219 – Create Field Service Booking Rules to prevent scheduling of resources

A new knowledge base article has been published on our support portal. Overview When scheduling resources with Dynamics for Field or Project Service often you need to validate business rules before allowing the booking to be created. The out of the box Booking Rules functionality enables you to do t

1 May 2019Business Rule Example

Business Rules Example #218 – Automatically change a User’s Teams when Business Unit is changed

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the company determines which Team you are in based on the Business Unit you are in. Whenever a User is moved to a new Business Unit, they have to be added to their Team automatically. F

19 April 2019Business Rule Example

Business Rules Example #217 – Update Remaining Business Days using custom Calendar

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we need to update open Opportunities on a daily basis to set a Remaining Business Days field. We want this Remaining Business Days field to factor in our custom Calendar so that we know

9 April 2019Business Rule Example

Business Rules Example #216 – Send Note attachments to Sharepoint via Schedule

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a requirement to move attachments from a Dynamics 365 system into SharePoint. This needs to be done for multiple entities: Account, Contact and Opportunities; and we want to move all att

28 March 2019Business Rule Example

Business Rules Example #215 – Sync Account Parent Owner

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we want to keep Contact ownership aligned with Account ownership. The ownership field in Dynamics is unusual as it can be either a team or a user. We will need to ensure this carries ov

18 March 2019Business Rule Example

Business Rules Example #214 – Abandon a running process

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we want to abandon a process if the Budget Amount is less than 100,000. N52 Formula Manager Solution The Formula Manager solution works like this: Each time an Opportunity’s Budget Amou

6 March 2019Business Rule Example

Business Rules Example #213 – Update a Quote and its 1000 Quote Products

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a Quote with a large number of Quote Products/Line Items. You require that both the Quote and its Quote Products sync up the field Tax Rate so that when a Quote’s Tax Rate is c

22 February 2019Business Rule Example

Business Rules Example #212 – Update previous and present Accounts on an Opportunity

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we have a requirement to set and 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 t

12 February 2019Business Rule Example

Business Rules Example #211 – Calculate Pro Rata Amounts for Each Month

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

31 January 2019Business Rule Example

Business Rules Example #210 – Update Currency Exchange Rates using Open Exchange Rates API

A new knowledge base article has been published on our support portal. Overview When using multiple currencies in your Dynamics 365 instance you will want to keep the exchange rates updated for more accurate currency conversions. We can do this easily using the Open Exchange Rates API and North52 BP

21 January 2019Business Rule Example

Business Rules Example #209 – Conditional Account Address Validation using Decision Tables

A new knowledge base article has been published on our support portal. Scenario Overview In this example, we need to enforce some validation rules whenever an Account is being updated or created. Whenever the Account is a Preferred Customer or whenever the Credit Limit is greater than 100,000, we wi

15 January 2019Release Notes

North52 Release – January 2019 – v573

New Features Added support for Data Packager Allow to configure specific encoding on CallRestApi() function Allow support for fully Dynamic Quick Buttons Updated the home configuration license page Allow PriorValue() function access to formatted values Allow regular comments in Decision Tables Enhan

9 January 2019Business Rule Example

Business Rules Example #208 – Decision Table Rollups – Total Open Opportunities via FindSum

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario you have a requirement to set and continually update a custom field on the Account entity called ‘Total Open Opportunities’. This field is the sum of the estimated revenue field from al