Nov 2, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we have a Sales Order that is being cloned regularly. However there is a field on this form that has Field Level Security enabled: Private Tax Number.This is...
Oct 21, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario the business requirement for the customer was how to handle 2 different shifts of employees, A Day shift starting at 8 am, A Night shift starting at 8...
Oct 9, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario the business requirement that needed to be solved was related to tax on Order Products. The customer wanted a simple way to update the Tax on...
Sep 29, 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 prevent notes being changed or updated on a Case after it has been closed. New notes can be added, but...
Sep 17, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we will show you how to set up an AutoNumber formula on an Opportunity entity that only fire only when the Opportunity reaches a...
Sep 7, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we will show you how to create an email address from a contact’s name and their parent account’swebsite URL using regular...
Aug 26, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario the business requirement was to automatically attach documents, from a SharePoint Site related to an Opportunity, to an email and...
Aug 14, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario the business requirement was to calculate the driving distance and travel time for a student to Oxford University College. If a...
Aug 4, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewNote: This functionality will be publicly available in the next release expected in early September This scenario will demonstrate how to change the options available in a...
Jul 23, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario the requirement is to determine all the ’Sales Team’ members of an Opportunity (i.e. an Access Team, new security feature in CRM...
Jul 13, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we will demonstrate how to make a System User auto-follow an Opportunity when they are added to the Sales Team. ...
Jul 1, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we were asked to demonstrate how to create a Comma Separated list within a N52 Formula.To do this we use a View this article in full on our support...
Jun 19, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we were asked to demonstrate how to carry out different actions depending on which field has changed on an Account record.To do this we will use the PriorValue()...
Jun 9, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario the business requirement was to add a button to the Account form that would allow the user to quickly create a PDF document containing the last 10 days of audit...
May 28, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we are demonstrating how to use N52 BPA to create Template emails in CRM, and use both parameters and dynamic data slugs to populate the emails.This will allow you...
May 18, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this example the business requirement is to regularly update CRM with data from another system to keep the data synchronized. The example we will use here is a hospital...
May 6, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewThis 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...
Apr 23, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn 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...
Apr 10, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewThis scenario is an enhancement of the View this article in full on our support portal
Mar 30, 2015 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewThis 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...
