A new knowledge base article has been published on our support portal.
Overview
There are many scenarios when you need to build custom dialogs to meet your business requirements. With the North52 business rules engine for Microsoft Dynamics 365 we make it easy to create a custom dialog using standard forms and North52 functions.
In this example we are going to provide functionality to allow multiple Opportunity records to have their Rating and Sales Team updated. For another example of updating multiple Opportunities via a custom dialog form, see this knowledge article.
Rules for Custom Close Opportunity Dialog
| Rule # | Description |
|---|---|
| 1 | When a user selects one or more Opportunities from the main grid they can update the Opportunity using a custom ribbon button and custom form. Clicking the button opens a dialog form with Rating and Reset Sales Team fields and a subgrid showing Users. |
| 2 | The user can optionally choose to select a Rating value to update the Rating. |
| 3 | The user can optionally choose to Reset the Sales Team (remove all current connections). |
| 4 | The user can select one or more Users from the subgrid which will then be connected to the Opportunity with a role of Sales Professional. |
| 5 | The user then clicks the North52 Quick Button Update Records, which calls a North52 Formula to update the selected Opportunities. After processing the form is updated with a Messages section detailing the updates that were done. |