34 posts published in 2020.
A new knowledge base article has been published on our support portal. Overview In this article, we will show how a single Formula can be used to enforce different rules for different forms. For the first form, we want to hide two fields. For the second form, we want to hide 3 fields. Note: In
A new knowledge base article has been published on our support portal Overview In this article we will examine a solution we created for a customer who wanted to do a linked entity in an AddPrefilterLookup. Out of the box Microsoft Dynamics 365 does not support linked entities when prefiltering a lo
A new knowledge base article has been published on our support portal. Overview In this scenario we want to visually confirm a Contact’s data when it has been added as a Primary Contact to an Account by automatically opening the Contact record in a dialog form. We can do this using North52’s functio
A new knowledge base article has been published on our support portal. Overview A regular requirement we come across is where a record needs to be cloned (copied) as well as its child and grandchild records. In this article we show how to add a button to the Account form that will: Clone the Account
A new knowledge base article has been published on our support portal. Overview In this KB article, we want to users to be able to submit an Opportunity for approval. As some users may not have permission to change the status of Opportunities, we have created a Quick Button that will circumvent this
A new knowledge base article has been published on our support portal. Overview In this scenario the requirement is to assign Dynamics 365 case priorities dynamically on the creation of the case which are being brought in from an external system. The case with the highest priority should be the next
A new knowledge base article has been published on our support portal. Overview This article follows on from xRM Formula #264 – Show Entity Images on Form using Quick Tile – Part 1 and shows how we can extend the Formula to show a smaller row of secondary images. North52 BPA Solution The North52 BPA
A new knowledge base article has been published on our support portal. Overview It is often useful to be able to show images on an entity form. For this example we are going to demonstrate how you can use North52 Quick Tiles to show a main ‘mugshot’ image and a smaller row of other images. This
New Features Added extra performance related information to the trace logs New Functions NavigateToEntityRecord(), QualifyLead() Bugs Fixed issue when clearing a lookup field on the client-side Fixed issue when loading Quick Tiles, Quick Button & RegisterEvents in IE11 Fixed issue when running a cli
A new knowledge base article has been published on our support portal. Overview In this scenario we have business rules which update 3 fields on an entity, however a specific field should only be updated when certain conditions are met. We want to simplify the decision logic and execute a single upd
A new knowledge base article has been published on our support portal. Overview In this business scenario, we have three multi-select option set (picklist) fields on the Contact entity: Continent, Country and City. To improve user experience, we require that the Country option set to be filtered by
A new knowledge base article has been published on our support portal. Overview In this scenario, we want to send a follow up email using a workflow setting the To field using an address we get from the email’s related Account. Out of the box this is not possible, however, we can do this using North
A new knowledge base article has been published on our support portal. Scenario Overview This article is an extension of xRM Formula #095. The requirement has been updated so that the Stakeholders of the Opportunity as well as the Sales Team must be emailed when an Opportunity is closed. The Opportu
A new knowledge base article has been published on our support portal. Overview In this business scenario, the customer’s business requirement was that they have a ribbon button that ‘validates’ an account. However the Validation ribbon button should only be shown if the account has at least 3 conta
A new knowledge base article has been published on our support portal. Overview Sometimes business processes are more complicated and have significant permutations that are not easily managed with out-of-the-box Business Process Flow (BPF) functionality. In this article we will demonstrate how you c
A new knowledge base article has been published on our support portal. Overview In this KB article, we will show how to filter and sort picklists/option sets. In our example we will change the order of an Accounts’ shipping method to be alphabetical whenever a User is in the security role Sales Mana
New Features Added support to supply your own Tracking Token string for SendEmail() function Enhanced error messages for client side exceptions Allow sort order to be configured on the function SharePointFindDocumentsByFetchXml() Allow Scheduler to filter out duplicates from result-set of fetch-xml
A new knowledge base article has been published on our support portal. Overview In this business scenario we want to measure the duration of the lunch break on Appointments. We have two custom option set fields, Lunch-break start time and Lunch-break finish time, that are made up of 15 minute time s
A new knowledge base article has been published on our support portal. Overview In this business scenario we want to update the longitude and latitude of an Account whenever there is a change made to the Account’s address. We can do this by using North52’s CallRestAPI function along with the Google
A new knowledge base article has been published on our support portal. Overview North52 BPA can be used for calculating common financial formulas. This example shows you how to create the Present Value of a future amount of money. North52 BPA Solution The North52 BPA solution works like this: A Form
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 we need to update all the addresses of the related grandchildren Contact with the same data. We will not sync the children Ac
A new knowledge base article has been published on our support portal. Overview In this scenario our business requirement is that when an Account’s address is updated you need to update all the related Contact addresses with the same data. However, we also have a validation rule on updating contact
A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we will demonstrate how to set up a Decision Table of type Library Calculation that segments Contacts into various groups based on their interest in new comics and their age. We will also show h
A new knowledge base article has been published on our support portal. Overview This example shows how a user can execute a formula from inside another formula using a function called ExecuteFormula and a formula type called Library Calculation. This can be useful when a set of steps are used often
A new knowledge base article has been published on our support portal. Overview In this article we will demonstrate how to update Azure Active Directory from a North52 Formula using the Microsoft Graph API. North52 BPA Solution The North52 BPA solution works like this: We create an App Registration
A new knowledge base article has been published on our support portal. Overview In this article we will show how to calculate weighted scores for a collection of records using North52 BPA. We will demonstrate this using Opportunities connected to an Account. When the estimated value or probability o
A new knowledge base article has been published on our support portal. Overview In this scenario we had a set of Interview questions and based on responses to the questions we need to be able to hide and show related questions. This meant that the form was quite dynamic as each selection a user made
A new knowledge base article has been published on our support portal. Overview When a customer purchases a product, that product should be shipped from the nearest supplier or warehouse for efficiency. In this article we show you how you can use a combination of North52 and Bing Maps Distance Matri
A new knowledge base article has been published on our support portal. Overview This example shows how you can calculate and assign discounts for your Quote Products. We will be basing the discount off the Customers payment history for the last 3 months. The percentage of a discount will increase as
A new knowledge base article has been published on our support portal. North52 BPA Solution The North52 BPA solution works like this: A xCache record is created that stores a FetchXML query that finds all the open Opportunities of an Account A formula is created that counts up the result of the Fetc
New Features Added direct support for Confirm Message & SubGrid within Quick Button UCI Extend Wizard to use compound SetFindAnd() Enhanced configuration options when raising exceptions from ExecuteFormula function New Functions xCacheRemoveFields(), xCacheLoadLocalFromJson(), ConvertCollectionToJso
A new knowledge base article has been published on our support portal. Overview This article shows how xCache records can be used to manage your usernames and passwords. To illustrate this, we will show a formula that creates a SharePoint folder using credentials that are stored in xCache. We will t
A new knowledge base article has been published on our support portal. Scenario Overview In many scenarios you may have a North52 formula that you want to reuse across different workflows and entities. This example we will show you how to create a North52 Process Genie that can be used in multiple w
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 to automatically set the
