Jun 13, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this business scenario the customer wants a record type to have a Case ID that populates on the creation of the record. They want the Case ID to be:Random7 digitsIn integer...
Jun 1, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this business scenario the requirement is for Tasks to be assigned to a Queue called “Urgent” whenever the Subject line contains the...
May 20, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this business scenario the requirement is for the Business Process Flow to automatically move to different stages depending on the value of a field (Est. Revenue). It is...
May 10, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn some situations you may have Invoices where there are multiple Invoice Product line items which are for the same Product but may have different attributes. For this business...
Apr 28, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario we need to execute a Action process which has input parameters as part of a formula. To demonstrate this we will update the custom field Weekly...
Apr 18, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario every time the Primary Contact is changed on an Account, we wish for that Primary Contact’s name to be saved to the Account’s Description field. The...
Apr 6, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we require a max character limit of 25 characters for the Account fields Street 1, Street 2 and Street 3. Any characters over this limit will be truncated. We want...
Mar 25, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we are required to make a simple CSV list of all Product Line items associated with an Opportunitywhenever the Topic field is changed...
Mar 15, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we need to compare the difference between the estimated revenue of an Opportunity vs the actual revenue generated from an opportunity. A potential error here can...
Mar 3, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we are updating our Contacts address information. We have a custom entity called Address Change that will be filled with this information via incoming...
Feb 22, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario, we will copy the attachments from the notes on an account to that accounts SharePoint folder. We will then delete the attachments on the notes to free up space on...
Feb 10, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario, the business requirement was to be able to add a Lead to a specific Marketing List as part of a workflow.N52 Formula Manager SolutionThe Formula Manager solution...
Jan 29, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewThis example follows on from N52 Formula Manager Solution – Decision TableThe Formula Manager solution works like this,We create a formula of type ‘Save – To...
Jan 19, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario, the business requirement from the customer was that they did not want to use the standard Sharepoint folder structure. Instead, they are grouping their documents...
Jan 7, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we need to send sales representatives a weekly reminder to update their open Opportunities. Below is a screenshot of what the email to a sales representative...
Dec 28, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario, the business requirement is to automatically create a PDF of a Word document that has been created from a Microsoft Dynamics 365/CRM Template.We are using the...
Dec 16, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario, the business requirement from the customer was to connect a Competitor to a parent Account when one was added to...
Dec 4, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario, the business requirement we are addressing is to create a Contact direct from a Lead, without creating an Opportunity and to move...
Nov 24, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario we have a company with a HQ office in the USA & regional offices in France. The users of the CRM system in France need to enter their notes about the Case...
Nov 12, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn 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...
