A new knowledge base article has been published on our support portal.
If you have Dynamics 365 for Sales or Service there are often business rules that need data from Dynamics 365 Finance and Operations. With the virtual entities support provided by Microsoft it is very easy to use Finance and Operations data in your North52 business rules. Using a simple scenario of displaying a notification to the Dynamics 365 Sales User, we show how easy it is to build a North52 business rule based on Invoice information that is stored in Dynamics Finance and Operations. Although complex scenarios are supported using the North52 business rules engine, this article is intended to show the basic mechanics of using Dynamics Finance and Operations data with North52.
Rules for Finance and Operations Invoice Notifications
|1||Display a form notification to the user when there are outstanding invoices in Dynamics Finance and Operations.|
|2||If the value is over 50,000 the message should show the amount and be formatted like an ERROR notification.|
|3||If the value is over 10,000 the message should show the amount and be formatted like a WARNING notification.|
|4||If the value is less than 10,000 the message should show the amount and be formatted like an INFO notification.|