Business Rule Example

304 posts.

6 May 2015Business Rule Example

Business Rules Example #088 – Voice of the Customer – Modify Survey Score

A new knowledge base article has been published on our support portal. Scenario Overview This simple scenario is an example of how to make a change a score from a Survey response based on how many other open cases the customer has in CRM currently. The reason for this would be that if a customer has

23 April 2015Business Rule Example

Business Rules Example #087 – Voice of the Customer – Case Resolution Survey – Email Template

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we are sending an email survey out to customers whose case’s were closed the previous day. To do this we will use View this article in full on our support portal

10 April 2015Business Rule Example

Business Rules Example #086 – Voice of the Customer – Survey Response 2

A new knowledge base article has been published on our support portal. Scenario Overview This scenario is an enhancement of the View this article in full on our support portal

30 March 2015Business Rule Example

Business Rules Example #085 – Voice of the Customer – Survey Response 1

A new knowledge base article has been published on our support portal. Scenario Overview This scenario is a continuation of the articles on sending Sales Literature. This time we are integrating with the Voice of the Customer solution. The business requirement is that we send out product information

17 March 2015Business Rule Example

Business Rules Example #084 – Send Sales Literature with a Case Template Email via Dialog

A new knowledge base article has been published on our support portal. Scenario Overview This scenario is an improvement of Formula #83. The Business requirement here is to use an existing template email on CRM instead of generating the email within the Dialog. The user will select the appropriate S

4 March 2015Business Rule Example

Business Rules Example #083 – Send Sales Literature via Dialog

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the requirement was to allow a user to create an email and attach Sales Literature PDF documents directly from a Dialog running on the Case entity. It will display all available Sales Literature

19 February 2015Business Rule Example

Business Rules Example #082 – Customise Available times for Phone calls

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario the customer had the following business requirement: Phone calls should only be scheduled at 9 am, 12 noon, 3 pm and 6 pm and not use the out of the box feature which allows for user defined inp

6 February 2015Business Rule Example

Business Rules Example #081 – Create and open an appointment for a Lead

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we needed the ability to create and open an appointment directly from a lead in CRM using a North52 Quick Button on the form. The screenshot below shows how this button would appear on the lead

26 January 2015Business Rule Example

Business Rules Example #080 – Automatically add New Product to Price List

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario we needed to support a business rule where any newly created products are automatically added to all price lists in the CRM system. This formula will automatically find any active Price

13 January 2015Business Rule Example

Business Rules Example #079 – Check Business Process Stage & Opportunity Stakeholder Roles – Part 4

A new knowledge base article has been published on our support portal. Scenario Overview Note : This Article is for pre version 9 of CRM , since then Microsoft has given the Process Stages its own Entity. Note : This Article is for pre version 9 of CRM , since then Microsoft has given the

31 December 2014Business Rule Example

Business Rules Example #078 – Check Business Process Stage & Opportunity Stakeholder Roles – Part 3

18 December 2014Business Rule Example

Business Rules Example #077 – Check Business Process Stage & Opportunity Stakeholder Roles – Part 2

5 December 2014Business Rule Example

Business Rules Example #076 – Check Business Process Stage & Opportunity Stakeholder Roles – Part 1

A new knowledge base article has been published on our support portal. Scenario Overview Note : This Article is for pre version 9 of CRM , since then Microsoft has given the Process Stages its own Entity. In this scenario we had a business requirement to ensure that at least 1 Decision Maker stakeho

24 November 2014Business Rule Example

Business Rules Example #075 – Update Opportunity Parent when all Child Product are Completed

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a custom field on the Opportunity Form called: All Items Complete. This is a locked field with a default value of No. The business rule should update this field on the Parent Opportunity

11 November 2014Business Rule Example

Business Rules Example #074 – Save Dialog Comments as Notes

A new knowledge base article has been published on our support portal. Scenario Overview When comments are entered as part of a Dialog Process the comments are stored in the Comments field of the Process Session record. If you want to automatically store the comments elsewhere you would need to writ

29 October 2014Business Rule Example

Business Rules Example #073 – Generate Task – Last Day of Month

A new knowledge base article has been published on our support portal. Scenario Overview In this business scenario the end user wants to create a Task record in CRM and set the end date for that task as the end of the calendar month. We created this using a workflow called Generate FollowUp Task tha

16 October 2014Business Rule Example

Business Rules Example #072 – Filter Lookup based on record ownership

A new knowledge base article has been published on our support portal. Scenario Overview To enhance the user experience when creating an Opportunity we want to only show the Accounts that are either owned by the current user or a team they belong to when the user clicks the search button for the loo

3 October 2014Business Rule Example

Business Rules Example #071 – Set Lead Status via Appointment record

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario when an Appointment is created and the regarding object is of type Lead whose status reason is ‘New’ we want to change this status reason to ‘Meeting Arranged’. N52 Formula Manager Solution The

22 September 2014Business Rule Example

Business Rules Example #070 – Delete Validation check on Invoice

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario our business requirement is that when a user tries to delete an Invoice record that has been marked as paid we would like to stop this and show an error message to the user. See the screenshot b

9 September 2014Business Rule Example

Business Rules Example #069 – Retry of Failed System Jobs

A new knowledge base article has been published on our support portal. N52 Formula Manager Solution The Formula Manager solution works like this, A schedule is setup to execute on a daily basis This schedule executes a Global Action The first step of the action is to call a Process Genie formula Thi

27 August 2014Business Rule Example

Business Rules Example #068 – Find Oldest Contact

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a custom field on the Account form called ‘Oldest Contact’ which needs to be populated. The business rules states it should be populated with the oldest contact by Age linked to the Comp

14 August 2014Business Rule Example

Business Rules Example #067 – Quick Button – Remove members from Marketing List

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we needed the ability to have a button placed on the Marketing List form that would remove all contact members from the current marketing list. The screenshot below shows how this button would a

1 August 2014Business Rule Example

Business Rules Example #066 – Quick Button – Generate Weekly Tasks

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a Sales Manager who is on the road a lot and uses the Dynamics CRM tablet application on his IPad a lot. The requirement he wanted was to have simple button placed on the Account entity

21 July 2014Business Rule Example

Business Rules Example #065 – Validate that an Opportunity has only one line item

A new knowledge base article has been published on our support portal. Scenario Overview In this scenario we have a business rule that needs to validate that when a user creates an Opportunity Product (line item) that only one record can exist per Opportunity when a specific price list is selected.