A new knowledge base article has been published on our support portal.
The Quick Ribbon App from North52 is a ready-go-to solution for Microsoft Dynamics 365 that allows you to call a North52 Formula from the Ribbon on a form. You can download the Quick Ribbon App here.
In this article we will demonstrate how to clone a Quote using Quick Ribbon and have it automatically open the newly cloned quote – this is a simple example, much more complex rules can be executed..
The Ribbon button will call a North52 Formula of type ClientSide – Calculation. This type of formula can carry out an action and then return a result back to the calling screen.