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 changed, the Quote Products Tax Rate changes as well.
Performing an update on a 1000+ records could go over Dynamics 365 two minute execution limit and thus we will use North52 to circumvent this.
Note: The field Tax Rate is custom but this formula will work for any field you may need to update.
N52 Formula Manager Solution
The Formula Manager solution works like this:
- Each time a Quote’s Tax Rate is changed, a workflow will trigger
- This workflow will start a North52 formula 10 times
- Each time the North52 formula will update the Quote Products Tax Rate field in batches of 100