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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